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BK
CFP · ChFC
BK
CFP · ChFC

Barbara Kirby

Focus Financial
43 Years of Experience
Minneapolis, MN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Barbara Kirby is a CFP, ChFC-designated registered investment advisor at Focus Financial, based in Minneapolis, MN, with 43 years of industry experience. Barbara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 13,684 clients with $6.8B in assets under management.

Focus Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
13,684 clients
Average Client Portfolio
$499K average
Assets Under Management
$6.8B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisors may use flat fee percentages, fixed dollar fees, linear schedules, or tiered schedules. Fees are negotiable and depend on the account size, complexity, and investment types. Maximum stated rate for general tiers is typically up to 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1300 Godward Street Ne, Suite 5500, Minneapolis, MN, 55413

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Barbara is a statutory agent for Focus Financial Network, Inc., selling and servicing fixed insurance products, and also works as a financial advisor for the same company, dedicating about half her time to investment advisory services. Additionally, Barbara is a partner in COMO Rentals LLC, spending minimal time collecting rents and recording expenses for student housing rental property.

Employment History
Current Registrations
Focus Financial
June 2007 - Present · 19 yrs 4 mos
Osaic Wealth, INC.Broker
November 2006 - Present · 19 yrs 11 mos
Previous Registrations
Waddell & Reed, INC.Broker
March 1999 - November 2006 · 7 yrs 8 mos
Fortis Investors, INC.Broker
March 1988 - February 1999 · 10 yrs 11 mos
Morison Securities, INC.Broker
September 1984 - April 1988 · 3 yrs 7 mos
St. Paul Investors, INC.Broker
October 1982 - August 1984 · 1 yr 10 mos
State Registrations7 states
COMDMNMTNHOHWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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