Benjamin Barnhart (CRD# 6318704) is an Investment Advisor Representative working at Barnhart Wealth Management in Washington, MI and has over 9 years of experience in the finance industry. Benjamin Barnhart 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.
CRD# 6150772
J.p. Morgan Securities LLC
CRD# 6834496
Edward Jones
CRD# 1025998
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barnhart Wealth Management | Royal Oak, MI | Dec 2020 - Current | 3 |
| Charles Schwab & Company, Inc. | Novi, MI | Oct 2019 - Jan 2021 | 1 |
| Charles Schwab Bank | Novi, MI | Oct 2019 - Jan 2021 | 1 |
| Td Ameritrade, Inc. | Novi, MI | Feb 2018 - Oct 2019 | 1 |
| Td Ameritrade Investment Management, LLC | Omaha, NE | Feb 2018 - Oct 2019 | 1 |
| Scottrade | Sterling Heights, MI | Mar 2016 - Oct 2019 | 3 |
| Lpl Financial, LLC | Utica, MI | Mar 2014 - Feb 2016 | 1 |
| Northwood University | Midland, MI | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- MI
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts312ACCOUNTS
-
Average Account Value$98,500
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.