Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Kilzer is an Investment Advisor Representative at Kilzer Wealth Management. Barry has been in the industry since 1986. Barry is registered with the state of California and has 11 clients and 6 high net worth clients. Barry Kilzer has a current registration with the state of California for Investment Advisor Representatives. The firm Kilzer Wealth Management manages $11,876,171 in assets under management. The firm offers advisory services for individuals, financial planning and selection of other advisors. The firm also manages accounts with a combination of discretionary and non-discretionary authority. Barry Kilzer is also a real estate broker.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Kilzer Wealth Management (CARMEL CA)
Active
Inactive
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