Ryan
Barber

&Partners

CRD#4844694
Investment Advisor
in Lees Summit, MO

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About this Advisor

Ryan Barber is a financial advisor based in Lees Summit, Missouri, working with &Partners. Ryan has previously held positions at &Partners, LLC and Edward Jones. Ryan has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Ryan is part of &Partners, which operates out of Lees Summit, Missouri. The firm has 29 offices and 183 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations. 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, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at &Partners includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

3730 Ne Troon Drive
Lees Summit, MO 64064

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&Partners Brokerage Details

Total Assets Under Management

$1,173,060,409

MO Average: $730,596,643
Total Number of Employees

183

MO Average: 15
Total Number of Accounts

3,051

MO Average: 968
Average Account Size

$384,484

MO Average: $754,749

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Ryan Barber Work History

2024 - Present (1 year)

&Partners, LLC

2004 - 2024 (20 years)

Edward Jones

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Ryan Barber 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 &Partners

Craig Foreman
Nashville, TN
Sarah Navarre
Nashville, TN
Grant Koentz
Nashville, TN
Mitchell Briggs
Nashville, TN
Jillian Hoffman
Mounds View, MN
Brenley Davis
Nashville, TN
Joshua Estes
Nashville, TN
Kaley Idol
Nashville, TN

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.

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