BK
CFP · ChFC
BK
CFP · ChFC

Barbara Whitson Kirby

43 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
14,027 clients
Average Client Portfolio
$446K average
Assets Under Management
$6.3B

Fee Structure

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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 · 18 yrs 8 mos
Osaic Wealth, INC.Broker
November 2006 - Present · 19 yrs 3 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 Registrations9 states
AZCOMDMNMTNHNYOHWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.