Erin
Barnhart
Mpm Wealth Advisors
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About this Advisor
Erin Barnhart is a financial advisor operating in Lancaster, Ohio who has 19 years of relevant experience. Barnhart is currently employed by Mpm Wealth Advisors. They have been with Mpm Wealth Advisors for their complete career. Barnhart holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. Mpm Wealth Advisors is a company based in Holland, OH. The firm has offices in 11 locations and a total of 20 advisors. It administers $665 million in total assets between its 2,483 client accounts, making it one of the larger firms in the country by assets under management. The firm provides financial advice to two charitable organizations. Of its 2,483 customer accounts, 24% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm performs a number of services, including 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. Financial management fee schedules largely depend on which services the firm provides the client. However, fees billed by Mpm Wealth Advisors most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mpm Wealth Advisors Brokerage Details
$665,000,151
20
2,483
$267,821
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
Erin Barnhart Work History
Erin has been registered as a financial advisor for 19 years.*
Mpm Wealth Advisors, 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 Erin Barnhart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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