Gary Barkman
Gary Barkman is a CFP-designated registered investment advisor at Dutch Asset Corporation, based in Selkirk, NY, with 41 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 119 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable.
Fee Estimator
Location
113B Jericho Rd, Selkirk, NY, 12158
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is a Senior Vice President at Professional Planning Group, a financial services DBA, since 2016. He dedicates nearly full-time hours to the sale of insurance and securities products.
Employment History
Current Registrations
Dutch Asset Corporation
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
LPL Financial LLCBroker
Capital Growth & Shelter,inc.Broker
First Investors CorporationBroker
State Registrations2 states
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.