SB
CFP
SB
CFP

Stoddard Barnhill

10 Years of Experience
Minnetonka, MN
Broker

Stoddard Barnhill is a CFP-designated registered investment advisor, based in Minnetonka, MN, with 10 years of industry experience.

Location

11100 Wayzata Blvd Suite 550, Minnetonka, MN, 55305

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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 Activities

Stoddard is the Director of Planning for Story Capital, LLC, gathering family information for family meetings. He is also a Family Facilitator and Legacy Advisor for Story Family Institute, LLC, which is investment-related; both activities take minimal time.

Employment History
Current Registrations
Hightower Securities, LLCBroker
July 2021 - Present · 4 yrs 10 mos
Hightower Advisors, LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
M Holdings Securities, INC.
January 2016 - July 2021 · 5 yrs 6 mos
M Holdings Securities, INC.Broker
October 2015 - July 2021 · 5 yrs 9 mos
State Registrations8 states
CACTKYMNMSNCVAWY
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.