Unclaimed Profile

Paul Curtis Barbehenn

ANDESA FINANCIAL MANAGEMENT, INC.·ALLENTOWN, Pennsylvania

Series 7, Series 66Clean record21 years registeredANDESA FINANCIAL MANAGEMENT, INC.

4905 HAMILTON BOULEVARD, ALLENTOWN, PA 18106CRD# 4246485Firm CRD# 131702

Profile Verification

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

Identity

Paul Curtis Barbehenn · ALLENTOWN, PA

Registration

CRD #4246485 · ANDESA FINANCIAL MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Apr 2023 – present

ANDESA STRATEGIES, INC.

Oct 2004 – Dec 2009

ALLENTOWN, PA

ANDESA FINANCIAL MANAGEMENT, INC.

Oct 2004 – May 2023

ALLENTOWN, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 1, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANDESA FINANCIAL MANAGEMENT, INC.

CRD 131702 · SEC 801-67683

AUM

$361M

Regulatory assets under management

Employees

849 client accounts

Services offered by ANDESA FINANCIAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ANDESA FINANCIAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Paul Curtis Barbehenn offer?

Paul Curtis Barbehenn specializes in Financial Planning, Investment Management. Contact their office in ALLENTOWN, Pennsylvania for a consultation.

What are Paul Curtis Barbehenn's credentials?

Paul Curtis Barbehenn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Curtis Barbehenn located?

Paul Curtis Barbehenn is based in ALLENTOWN, Pennsylvania, working with ANDESA FINANCIAL MANAGEMENT, INC.. Their office serves clients in the ALLENTOWN metropolitan area and surrounding communities.

How does Paul Curtis Barbehenn charge for services?

Paul Curtis Barbehenn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ANDESA FINANCIAL MANAGEMENT, INC.?

ANDESA FINANCIAL MANAGEMENT, INC. has approximately 5 employees and manages $361M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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