Ronald
Church
Barnes Wealth Management Group
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About this Advisor
Ronald Church is a chartered financial consultant who works in Bakersfield, California with 8 years of relevant experience. Church is currently employed by Barnes Wealth Management Group. Over the course of their career, they have held roles at Financial Telesis Inc, Ron Church Insurance Services, Lpl Financial LLC, Global Retirement Partners LLC, Purshe Kaplan Sterling Investments, Ironwood Retirement Plan Consultants and Barnes Wealth Management Group. Church has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Barnes Wealth Management Group is a company based out of Bakersfield, CA. It handles $282 million in assets across its 1,104 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,104 accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Barnes Wealth Management Group performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors depend on the services. Fees charged by Barnes Wealth Management Group likely consist 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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Barnes Wealth Management Group Brokerage Details
$282,151,198
11
1,104
$255,572
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Ronald Church Work History
Ronald has been registered as a financial advisor for 8 years.*
Purshe Kaplan Sterling Investments
Ironwood Retirement Plan Consultants
Barnes Wealth Management Group
Ron Church Insurance Services
Lpl Financial LLC
Global Retirement Partners LLC
Financial Telesis 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 Ronald Church 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 Barnes Wealth Management Group
Bakersfield, CA
Bakersfield, CA
Bakersfield, CA
Bakersfield, CA
Bakersfield, CA
Bakersfield, CA
Bakersfield, CA
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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