Andrew
Barnes
Traction Financial Partners
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About this Advisor
Andrew Barnes is a certified financial planner who works in Littleton, Colorado, with a total of 1 year of industry experience. Barnes works at Traction Financial Partners. During their career, the advisor has held roles at Gwfs Equities, Inc, Raymond James Financial Services. Inc, Mj Smith And Associates, Mercer Global Advisors Inc, Lion Street Financial and Traction Financial Partners. Barnes holds a Series 63 license, qualifying them as a securities representative, and can advise clients in Colorado. Traction Financial Partners is an advisory company based in Encampment, WY. The company has offices in two locations and a total of seven people on staff. It oversees $141 million in assets under management among its 613 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 613 accounts, 19% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees usually are based on which service is offered. Fees billed by Traction Financial Partners may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Traction Financial Partners Brokerage Details
$140,971,491
7
613
$229,970
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Andrew Barnes Work History
Andrew has been registered as a financial advisor for 1 years.*
Traction Financial Partners
Lion Street Financial
Mercer Global Advisors Inc
Raymond James Financial Services. Inc
Mj Smith And Associates
Gwfs Equities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Barnes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Traction Financial Partners
Littleton, CO
Encampment, WY
Encampment, WY
Grand Junction, CO
Encampment, WY
Encampment, WY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
