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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth James Barkus is a financial advisor associated with D.a. Davidson & Co. Kenneth James Barkus has been in the industry since 1995 and holds several licenses and certifications, including Series 7, 63, and 65. Kenneth James Barkus is registered to offer advisory services in several states, including Montana, Texas, Alaska, Arizona, and Arkansas, among others. Kenneth James Barkus specializes in various financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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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2
MT
10/10/2018 - Present
D.a. Davidson & Co. (KALISPELL MT)
OH
05/14/1997 - 08/10/1998
ADVISER DEALER SERVICES, INC. (DUBLIN OH)
CO
10/26/1993 - 07/10/1995
R A F FINANCIAL CORPORATION (DENVER CO)
MT
07/19/1993 - 11/03/1993
D.A. DAVIDSON & CO. (GREAT FALLS MT)
IA
Issued 07/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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