Steven BaneCRD Number: 3112198
Current Firm: Barber Financial Group
Steven Bane (CRD# 3112198) is an Investment Advisor Representative working at Barber Financial Group in Lenexa, KS and has over 19 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Barber Financial Group, Inc.||Lenexa, KS||Oct 2013 - Current||4|
|National Planning Corporation||Phoenix, AZ||Jul 2012 - Current||5|
|Woodbury Financial Services Inc.||Phoenix, AZ||Nov 2008 - Jul 2012||3|
|River Source Life Ins Co||Phoenix, AZ||Sep 2005 - Nov 2008||3|
|Ameriprise Financial Services Inc.||Phoenix, AZ||Sep 2005 - Nov 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
|S63||Uniform Securities State Law Examination||Nov 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management526MILLIONS
Total Number of Accounts3,100ACCOUNTS
Average Account Value$169,828
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, IL, KS, LA, MI, MN, MO, ND, NV, OH, OK, TX, WI
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