Anthony BarbeauCRD 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.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Kyle Financial Services||Mequon, WI||May 2001 - Current||16|
Total Assets Under Management184MILLIONS
Total Number of Accounts258ACCOUNTS
Average Account Value$714,297
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters