Jan Barnes, financial advisor Minneapolis MN

Jan Barnes

CRD Number: 6128195
Current Firm: Larson Financial Group, LLC

Jan Barnes (CRD# 6128195) is an Investment Advisor Representative working at Larson Financial Group, LLC in Minneapolis, MN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Larson Wealth Partners Minneapolis, MN Jul 2020 - Current 1
Larson Financial Securities, LLC Chesterfield, MO Jun 2020 - Current 1
Counsel Wealth M Anagement, Inc. Arden Hills, MN Dec 2011 - Jul 2020 8
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Oct 2012 - Jun 2020 7
Presbyterian Homes - Johanna Shores Arden Hills, MN Oct 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2016
Contact Info for Jan Barnes
Phone Number: 866.569.2450
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    2,204
    MILLIONS
  • Total Number of Accounts
    18,830
    ACCOUNTS
  • Average Account Value
    $117,063
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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