Barton Weisenfluh, financial advisor Portland ME

Barton Weisenfluh

CRD Number: 2736882
Current Firm: Kelleher Financial Advisors, LLC

Barton Weisenfluh (CRD# 2736882) is an Investment Advisor Representative working at Kelleher Financial Advisors, LLC in Portland, ME and has over 27 years of experience in the finance industry. Barton Weisenfluh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wall Street Access Asset Management New York, NY Oct 2017 - Current 6
Hartland & Co Portland, ME Jan 2015 - Sep 2017 2
Zephyr Management, LP New York, NY Dec 2008 - Dec 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
S65 NASAA Investment Advisors Law Examination Jul 1997
Contact Info for Barton W. Weisenfluh
Phone Number: 212-709-9400
Firm Website: http://kf-advisors.com
Registered State(s):
  • FL
  • ME
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    471
    MILLIONS
  • Total Number of Accounts
    736
    ACCOUNTS
  • Average Account Value
    $639,563
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CT, FL, LA, MA, MD, ME, NH, NJ, NY, PA, TX

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