Kimberly Barentsen, financial advisor Walnut Creek CA

Kimberly Barentsen

CRD Number: 2092280
Current Firm: Independent Financial Group, LLC

Kimberly Barentsen (CRD# 2092280) is an Investment Advisor Representative working at Independent Financial Group, LLC in Walnut Creek, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group, LLC Walnut Creek, CA Apr 2023 - Current < 1
Barentsen Advisory Services, LLC Walnut Creek, CA Oct 2016 - Current 7
Independent Financial Group, LLC Walnut Creek, CA Jul 2022 - Mar 2023 < 1
Npb Financial Group, LLC Walnut Creek, CA Nov 2020 - Jul 2022 1
Npb Financial Group, LLC Burbank, CA Apr 2019 - Sep 2020 1
First Allied Advisory Services, Inc. Chesterfield, MO Nov 2011 - Mar 2019 7
First Allied Securities Inc. San Diego, CA Oct 2011 - Mar 2019 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
S65 NASAA Investment Advisors Law Examination Nov 1999
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 Kimberly A. Barentsen
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,978
    MILLIONS
  • Total Number of Accounts
    27,435
    ACCOUNTS
  • Average Account Value
    $217,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
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, VT, WA, WI, WV, WY

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