Barbara Barnhart, financial advisor Sidney OH

Barbara Barnhart

CRD Number: 2247465
Current Firm: U.s. Bancorp Investments, Inc.

Barbara Barnhart (CRD# 2247465) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sidney, OH and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Sidney, OH Jan 2015 - Current 9
Headapohl Enterprises LLC Wapakoneta, OH Sep 2012 - Current 11
J.p. Morgan Securities LLC Wapakoneta, OH Oct 2012 - Jan 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2003
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Barbara A. Barnhart
Phone Number: 800-888-4700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    15,875
    MILLIONS
  • Total Number of Accounts
    60,028
    ACCOUNTS
  • Average Account Value
    $264,455
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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