Barbara Wiltgen, financial advisor Hiawatha IA

Barbara Wiltgen

CRD Number: 1679151
Current Firm: Primerica Advisors

Barbara Wiltgen (CRD# 1679151) is an Investment Advisor Representative working at Primerica Advisors in Hiawatha, IA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Bohannon Financial Hiawatha, IA Jun 2020 - Current 3
Pfs Investments Inc. Hiawatha, IA Jan 2003 - Current 21
Primerica Financial Services Hiawatha, IA Dec 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Barbara Wiltgen
Phone Number: 833-786-0550
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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