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Chan C.m. Barden

KELLOGG ASSET MANAGEMENT, LLC·GREEN BAY, Wisconsin
Clean record12 years registeredKELLOGG ASSET MANAGEMENT, LLC
200 NORTH ADAMS STREET, GREEN BAY, WI 54301CRD# 4119252Firm CRD# 150031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chan C.m. Barden · GREEN BAY, WI
Registration
CRD #4119252 · KELLOGG ASSET MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

Oct 2013present
02

Registrations & Exams

Registration record
First registered · October 7, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KELLOGG ASSET MANAGEMENT, LLC
CRD 150031 · SEC 801-70113
AUM
$2.5B
Regulatory assets under management
Employees
11
115 client accounts
Services offered by KELLOGG ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

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05

Frequently Asked Questions

What services does Chan C.m. Barden offer?
Chan C.m. Barden specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in GREEN BAY, Wisconsin for a consultation.
What are Chan C.m. Barden's credentials?
Chan C.m. Barden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chan C.m. Barden located?
Chan C.m. Barden is based in GREEN BAY, Wisconsin, working with KELLOGG ASSET MANAGEMENT, LLC. Their office serves clients in the GREEN BAY metropolitan area and surrounding communities.
How does Chan C.m. Barden charge for services?
Chan C.m. Barden's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KELLOGG ASSET MANAGEMENT, LLC?
KELLOGG ASSET MANAGEMENT, LLC has approximately 11 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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