Peter
Wargo
Barber Financial Group
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About this Advisor
Peter Wargo is a financial advisor operating out of Troy, Michigan, who has 4 years of relevant experience. Wargo is on the advisory team at Barber Financial Group. Throughout their career, they have worked at Osiwala Financial Group, Grand Valley State University, Regal Financial Group, Reliance Installations, National Planning Corporation, Barber Financial Group, LLC and Mutual Securities, Inc. Wargo holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Barber Financial Group is a registered investment firm that has its headquarters in Lenexa, KS. The firm has offices in three locations and a total of 43 advisors. It manages $2 billion in total assets among its 7,936 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 7,936 accounts, 17% are held by high-net-worth individuals who have greater than $1 million in assets. Barber Financial Group offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically are based on the type of services. However, fee types billed by Barber Financial Group may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Barber Financial Group Brokerage Details
$1,509,131,163
43
7,936
$190,163
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Peter Wargo Work History
Peter has been registered as a financial advisor for 4 years.*
Barber Financial Group, LLC
Mutual Securities, Inc
Osiwala Financial Group
Regal Financial Group
National Planning Corporation
Grand Valley State University
Reliance Installations
Osiwala Financial Group
Grand Valley State University
*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 Peter Wargo 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 Barber Financial Group
Lenexa, KS
Lenexa, KS
Lenexa, KS
Lenexa, KS
Troy, MI
Lenexa, KS
Lenexa, KS
Lenexa, KS
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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