Barbara
Kirby
Focus Financial
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About this Advisor
Barbara Kirby is a financial advisor based in Minneapolis, Minnesota, working with Focus Financial. Barbara has previously held positions at Focus Financial Network, Inc and Osaic Wealth, Inc. Barbara has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Barbara is part of Focus Financial, which operates out of Minneapolis, Minnesota. The firm has 40 offices and 167 employees. The firm manages assets totaling $5.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Focus Financial includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Focus Financial Brokerage Details
$5,385,968,542
167
25,365
$212,339
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
Barbara Kirby Work History
Focus Financial Network, Inc
Osaic Wealth, Inc
Disclosures
Please visit the SEC profile of Barbara Kirby 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 Focus Financial
Minneapolis, MN
Minneapolis, MN
Wausau, WI
Lisle, IL
Minneapolis, MN
Alexandria, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
