Jan BarnesCRD 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.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|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|
Total Assets Under Management2,204MILLIONS
Total Number of Accounts18,830ACCOUNTS
Average Account Value$117,063
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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