Rosemary Barnes Cfp

Rosemary Barnes Cfp (CRD# 111829) is a financial advisory firm headquartered in Wausau, WI. They manage $46,000,000 in 162 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
300 3rd Street, Suite 308, 300 3rd Street, Suite 308, Wausau, WI 54402
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $283,951
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Rosemary Barnes Cfp
Showing 1 - 1 of 1 top financial advisors.
1
Rosemary Barnes, financial advisor Wausau WI
Rosemary Barnes
CRD#: 1483445
300 3rd Street, Suite 308, 300 3rd Street, Suite 308, Wausau, WI 54402

Rosemary Barnes (CRD# 1483445) is an Investment Advisor Representative working at Rosemary Barnes Cfp in Wausau, WI and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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