Unclaimed
Barry Scott Rhonemus is a financial advisor with Juncture Wealth Strategies, LLC. Barry has been in the industry since 1996 and has experience working with high-net-worth individuals and families. Barry is registered as an Investment Advisor Representative in Arizona, Ohio and California. Juncture Wealth Strategies, LLC is a registered investment advisor firm providing investment management, financial planning and selection of other advisors services. The firm serves high-net-worth individuals, individuals other than high-net-worth and pension and profit sharing plans.
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.
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.
1
2
AZ
09/14/2018 - Present
Juncture Wealth Strategies, LLC (SCOTTSDALE AZ)
AZ
11/05/2010 - 11/17/2017
PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)
AZ
12/13/2000 - 11/15/2010
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
MN
05/17/2001 - 08/20/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
03/04/1998 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
03/26/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
10/29/1996 - 03/04/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 01/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Barry Rhonemus is the right advisor for you? Invested Better is here to help.