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Barry Scott Rhonemus

Juncture Wealth Strategies, LLC

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About Barry Scott Rhonemus

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.

Firm Information

Barry Rhonemus is currently registered with Juncture Wealth Strategies, LLC. Juncture Wealth Strategies, LLC is an investment advisor registered with the SEC. They are headquartered in Scottsdale, Arizona, and manage over $332 million in assets. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension plans. They have 9 investment advisor representatives and 6 licensed agents. Their website is http://www.juncturewealth.com.
Juncture Wealth Strategies, LLC

8777 E. VIA DE VENTURA

SCOTTSDALE, AZ 85258

$332.83M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barry Rhonemus’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Barry Scott Rhonemus. Review regulatory record here.
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