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Kathy Barlar Ellis

GOOD STEWARD WEALTH ADVISERS LLC·CLARKSVILLE, Tennessee
SIE, Series 7, Series 24, Series 63CFPClean record22 years registeredGOOD STEWARD WEALTH ADVISERS LLC
2681 TOWNSEND CT., CLARKSVILLE, TN 37043CRD# 2537108Firm CRD# 333092

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathy Barlar Ellis · CLARKSVILLE, TN
Registration
CRD #2537108 · GOOD STEWARD WEALTH ADVISERS LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

ELLIS FINANCIAL PLANNING
Oct 2024 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jan 2009 – Oct 2024
CLARKSVILLE, TN
RAYMOND JAMES FINANCIAL SERVICES
Jan 2004 – Jan 2009
BRENTWOOD, TN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · January 23, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOOD STEWARD WEALTH ADVISERS LLC
CRD 333092 · SEC 801-131209
AUM
—
Regulatory assets under management
Employees
7
Total firm employees
Services offered by GOOD STEWARD WEALTH ADVISERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GOOD STEWARD WEALTH ADVISERS LLC →
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05

Frequently Asked Questions

What services does Kathy Barlar Ellis offer?
Kathy Barlar Ellis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLARKSVILLE, Tennessee for a consultation.
What are Kathy Barlar Ellis's credentials?
Kathy Barlar Ellis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kathy Barlar Ellis located?
Kathy Barlar Ellis is based in CLARKSVILLE, Tennessee, working with GOOD STEWARD WEALTH ADVISERS LLC. Their office serves clients in the CLARKSVILLE metropolitan area and surrounding communities.
How does Kathy Barlar Ellis charge for services?
Kathy Barlar Ellis'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 GOOD STEWARD WEALTH ADVISERS LLC?
GOOD STEWARD WEALTH ADVISERS LLC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GOOD STEWARD WEALTH ADVISERS LLC

Sonia Ann Goforth
CLARKSVILLE, TN
Eric Edward Ellis
CLARKSVILLE, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
MEMPHIS (221)NASHVILLE (158)KNOXVILLE (98)BRENTWOOD (93)CHATTANOOGA (59)FRANKLIN (53)JACKSON (18)GERMANTOWN (10)KINGSPORT (8)JOHNSON CITY (7)
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Research
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