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David Gordon Barnes

HEBER FUGER WENDIN INC·BLOOMFIELD, Michigan
Series 65Clean record14 years registeredHEBER FUGER WENDIN INC
36700 WOODWARD AVENUE, BLOOMFIELD, MI 48304-3984CRD# 4369544Firm CRD# 105668

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Gordon Barnes · BLOOMFIELD, MI
Registration
CRD #4369544 · HEBER FUGER WENDIN INC · 14 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: HEBER FUGER WENDIN INC
MARINER
Aug 2022 – Jun 2026
Bloomfield Hills, MI
HEBER FUGER WENDIN INC
Aug 2012 – Oct 2022
BLOOMFIELD, MI
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 14, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HEBER FUGER WENDIN INC
CRD 105668 · SEC 801-570
AUM
$7.9B
Regulatory assets under management
Employees
11
281 client accounts
Services offered by HEBER FUGER WENDIN INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HEBER FUGER WENDIN INC →
Introduction

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05

Frequently Asked Questions

What services does David Gordon Barnes offer?
David Gordon Barnes specializes in Financial Planning, Investment Management, Wealth Management.
What are David Gordon Barnes's credentials?
David Gordon Barnes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Gordon Barnes located?
David Gordon Barnes is based in BLOOMFIELD, Michigan, last registered with HEBER FUGER WENDIN INC.
How does David Gordon Barnes charge for services?
David Gordon Barnes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HEBER FUGER WENDIN INC?
HEBER FUGER WENDIN INC has approximately 11 employees and manages $7.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideTROY GuideANN ARBOR Guide
Research
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