Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin J. Barto is a financial advisor registered with Coordinated Financial Planning Corp. Kevin J. Barto is registered with the state of Ohio. Kevin J. Barto specializes in providing financial advice to high-net-worth individuals and individuals other than high-net-worth. Kevin J. Barto also offers financial planning and portfolio management services for individuals. Kevin J. Barto is a Certified Financial Planner.
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.
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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OH
01/03/2024 - Present
Coordinated Financial Planning Corp. (CINCINNATI OH)
Active
Inactive
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