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Kathleen Marie Barnes

Plante Moran Insurance Agency

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About Kathleen Marie Barnes

Kathleen Barnes is a financial advisor associated with Plante Moran Insurance Agency in SOUTHFIELD, MI. Kathleen has been in the industry since May 2024 and holds a Series 27 registration. Kathleen's firm has an active FINRA registration and a Not in Scope IA registration.

Firm Information

Kathleen Barnes is currently registered with Plante Moran Insurance Agency. Plante Moran Insurance Agency is a Limited Liability Company formed on November 22, 2002. The firm is registered in Colorado, Illinois, Michigan, and Ohio.

Not reported

Assets Under Management

Not reported

Total Clients

5

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.

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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Kathleen Barnes’s Registration & Firm History

MI

05/27/2024 - Present

Plante Moran Insurance Agency (SOUTHFIELD MI)

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Licenses & Designations

BC

Issued 05/25/2024

Series 27 - Financial and Operations Principal Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Marie Barnes.
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