Cameron
Barsness

Kutscher Benner Barsness & Stevens, Inc

CRD#5915263
Investment Advisor
in Seattle, WA

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About this Advisor

Cameron Barsness is a certified financial planner who works out of Seattle, Washington, with 12 years of industry experience. Barsness is currently employed by Kutscher Benner Barsness & Stevens, Inc. They have been employed by Kutscher Benner Barsness & Stevens, Inc for the entirety of their career. Barsness maintains a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Washington. Kutscher Benner Barsness & Stevens, Inc is a registered investment company that has its headquarters in Seattle, WA. It has $436 million in assets under management between its 740 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm serves five charities and foundations. Of its 740 client accounts, 62% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Kutscher Benner Barsness & Stevens, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. A financial advisor's fees largely are based on which service is offered. Fee types charged by Kutscher Benner Barsness & Stevens, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

705 Second Avenue, Suite 800
Seattle, WA 98104

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Kutscher Benner Barsness & Stevens, Inc Brokerage Details

Total Assets Under Management

$436,002,024

WA Average: $3,566,627,242
Total Number of Employees

7

WA Average: 46
Total Number of Accounts

740

WA Average: 1,499
Average Account Size

$589,192

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters

Cameron Barsness Work History

Cameron has been registered as a financial advisor for 12 years.*

2006 - Present (18 years)

Kutscher Benner Barsness & Stevens, 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 Cameron Barsness 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 Kutscher Benner Barsness & Stevens, Inc

Ryan Stevens
Seattle, WA
Austin Jodrey
Seattle, WA
Gianna Giusti
Seattle, WA
Kyle O'Connor
Seattle, WA
Scott Benner
Seattle, WA
Cameron Barsness
Seattle, WA

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.

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