Barbara Kubesh (CRD# 1429228) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Freeland, WA and has over 38 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2024 - Current | < 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2024 - Current | < 1 |
| Kubesh Investment And Financial Services | Freeland, WA | Mar 2018 - Current | 6 |
| The O.n. Equity Sales Company | Cincinnati, OH | Jun 2021 - Mar 2024 | 2 |
| Ohio National Financial Services | Cincinnati, OH | May 2021 - Mar 2024 | 2 |
| Principal Securities Inc. | Freeland, WA | Mar 2016 - May 2021 | 5 |
| Principal Life Insurance Co | Seattle, WA | Jul 2010 - Dec 2017 | 7 |
| Princor Financial Services Corporation | Seattle, WA | Jul 2010 - Mar 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- WA
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.