Manohar BartakkeCRD Number: 1351963
Current Firm: M.n. Bartakke & Associates
Manohar Bartakke (CRD# 1351963) is an Investment Advisor Representative working at M.n. Bartakke & Associates in Reston, VA and has over 38 years of experience in the finance industry. Manohar Bartakke 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|M.n.bartakke& Associates||Reston, VA||Oct 2001 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1985|
|S65||NASAA Investment Advisors Law Examination||Jan 1994|
Total Assets Under Management7MILLIONS
Total Number of Accounts3ACCOUNTS
Average Account Value$2,400,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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