Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Luther Buchholz is a financial professional with over 30 years of experience in the industry. Barry is currently registered with LPL Financial LLC and has previously been associated with Private Client Services, LLC, Cambridge Investment Research, Inc., New England Securities, Securities America, Inc., The O.N. Equity Sales Company, Edward D. Jones & Co., L.P., Princor Financial Services Corporation, and AAL Capital Management Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IA
10/11/2021 - Present
LPL Financial LLC (CEDAR RAPIDS IA)
IA
04/25/2018 - 10/07/2021
PRIVATE CLIENT SERVICES, LLC (Hiawatha IA)
IA
11/14/2011 - 05/02/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (Hiawatha IA)
IA
03/06/2008 - 11/14/2011
NEW ENGLAND SECURITIES (CEDAR RAPIDS IA)
IA
08/22/2005 - 02/15/2008
SECURITIES AMERICA, INC. (CEDAR RAPIDS IA)
OH
03/18/1999 - 04/14/2005
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MO
03/01/1999 - 04/01/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
MO
12/03/1998 - 02/06/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
07/21/1997 - 12/10/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
06/09/1987 - 06/27/1997
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BC
Issued 03/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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