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Kathy Barlar Ellis

GOOD STEWARD WEALTH ADVISERS LLC·CLARKSVILLE, Tennessee
Clean recordGOOD 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kathy Barlar Ellis is a registered financial advisor based in CLARKSVILLE, Tennessee, affiliated with GOOD STEWARD WEALTH ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GOOD STEWARD WEALTH ADVISERS LLC
GOOD STEWARD WEALTH ADVISERS LLC
AUM
—
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at GOOD STEWARD WEALTH ADVISERS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2537108
Firm CRD# 333092
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)JOHNSON CITY (22)JACKSON (19)KINGSPORT (13)GERMANTOWN (11)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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