Barbara Gulin
Barbara Gulin is a registered investment advisor at Bg Wealth Advisory, LLC, based in Mission, KS, with 8 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary by portfolio strategy chosen, ranging from a total annual fee of 1.00% up to 2.15%. BG Wealth Advisory, LLC's portion is typically 1.00% (except 0.60% for Preservation). Fees are negotiable.
Fee Estimator
Location
5700 Broadmoor, Suite 500, Mission, KS, 66202
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
Barbara is a Managing Member and Insurance Agent at BG Wealth Management, LLC, offering insurance services and product sales since 2019. This activity takes up nearly half of Barbara's time.
Employment History
Current Registrations
Bg Wealth Advisory, LLC
State Registrations6 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.
Exams
More Advisors
- Trenton Swift, CFP, ChFCBuffalo Run Wealth Advisors LLC
- Bryan Gum, CFPXypn Sapphire
- Matthew Ison, CFAKornitzer Capital Management, INC.
- Matthew Weglarz, CFABuffalo Run Wealth Advisors LLC
- Cassandra Bartlett, CFPArvest Wealth Management
- Steven Anderson, CFPEdward Jones