Anthony Barbeau, financial advisor Mequon WI
87 score

Anthony Barbeau

CRD Number: 4489729
Current Firm: Kyle Financial Services

Anthony Barbeau (CRD# 4489729) is an Investment Advisor Representative working at Kyle Financial Services in Mequon, WI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Kyle Financial Services Mequon, WI May 2001 - Current 15

Anthony Barbeau has no recent exams reported.
Contact Info for Anthony M. Barbeau
Phone Number: 414-359-2020
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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