George Barberich, financial advisor Pittsburg KS

George Barberich

CRD Number: 2684147
Current Firm: Osaic Wealth, Inc.

George Barberich (CRD# 2684147) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pittsburg, KS and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Pittsburg, KS Jan 2024 - Current < 1
Woodbury Financial Services, Inc. Pittsburg, KS Mar 2019 - Current 5
Woodbury Financial Services, Inc. Pittsburg, KS Mar 2019 - Jan 2024 4
Questar Capital Corporation Minneapolis, MN Oct 2009 - Mar 2019 9
Questar Asset Management Minneapolis, MN Oct 2009 - Mar 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
S65 NASAA Investment Advisors Law Examination Jul 2002
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 George M. Barberich
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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