Barry Mendelson, financial advisor Milwaukee WI

Barry Mendelson

CRD Number: 1003861
Current Firm: Capital Market Consultants, Inc.

Barry Mendelson (CRD# 1003861) is an Investment Advisor Representative working at Capital Market Consultants, Inc. in Milwaukee, WI and has over 35 years of experience in the finance industry.

Similar Advisors
Robyn Abel, financial advisor Milwaukee WI
Robyn T. Abel
CRD# 6857150
Landaas & Company
Similar Advisors
Naomi Ackley, financial advisor Milwaukee WI
Naomi K. Ackley
CRD# 6289332
Annex Wealth Management, LLC
Similar Advisors
Chad Afdahl, financial advisor Milwaukee WI
Chad L. Afdahl
CRD# 5625693
Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Capital Market Consultants, LLC Shorewood, WI Jun 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
S65 NASAA Investment Advisors Law Examination Jan 1991
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Barry Mendelson
Phone Number: (414) 349-6891
Firm Website: http://www.cmarkc.com
Registered State(s):
Current Firm Details
Capital Market Consultants, Inc.
Firm's CRD Number: 122435
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

WI

Ready to hire a financial advisor? Get competitive proposals from Barry Mendelson and other advisors.
BADGES

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.