Unclaimed Profile

Kathleen Theresa Barr

PRODUCTIVE CAPITAL MANAGEMENT, INC.·CLEVELAND, Ohio

Clean recordPRODUCTIVE CAPITAL MANAGEMENT, INC.

20545 CENTER RIDGE ROAD, CLEVELAND, OH 44116-3428CRD# 1447347Firm CRD# 106816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kathleen Theresa Barr · CLEVELAND, OH

Registration

CRD #1447347 · PRODUCTIVE CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kathleen Theresa Barr is a registered financial advisor based in CLEVELAND, Ohio, affiliated with PRODUCTIVE CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MEEDER PUBLIC FUNDS, INC.

AUM

$54.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MEEDER PUBLIC FUNDS, INC. →

Services

Pension consulting

Selection of other advisers

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1447347

Firm CRD# 106816

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Frequently Asked Questions

What services does Kathleen Theresa Barr offer?

Kathleen Theresa Barr specializes in Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Kathleen Theresa Barr's credentials?

Kathleen Theresa Barr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathleen Theresa Barr located?

Kathleen Theresa Barr is based in CLEVELAND, Ohio, working with PRODUCTIVE CAPITAL MANAGEMENT, INC.. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Kathleen Theresa Barr charge for services?

Kathleen Theresa Barr'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 PRODUCTIVE CAPITAL MANAGEMENT, INC.?

PRODUCTIVE CAPITAL MANAGEMENT, INC. has approximately 48 employees and manages $54.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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