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Kristopher Allan Barney

30-40 Wealth Partners

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About Kristopher Allan Barney

Kristopher Barney is a financial advisor with 30-40 Wealth Partners. Kristopher is registered in California, North Carolina and Texas. Kristopher has been in the financial services industry for over 15 years and specializes in portfolio management for individuals and businesses. Kristopher also provides financial planning services. Kristopher earned his Series 7, Series 63, Series 87 and SIE licenses. Kristopher is a Chartered Financial Analyst.

Firm Information

Kristopher Barney is currently registered with 30-40 Wealth Partners. 30-40 Wealth Partners is an investment advisory firm specializing in portfolio management for individuals, businesses, and high-net-worth clients. They offer financial planning services and have approximately $32.2 million in regulatory assets under management.

$32.20M

Assets Under Management

5

Total Clients

1

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Kristopher Barney’s Registration & Firm History

NC

03/31/2021 - Present

30-40 Wealth Partners (CORNELIUS NC)

CA

06/03/2014 - 05/11/2016

FUNDING CIRCLE SECURITIES LLC (SAN FRANCISCO CA)

CA

05/22/2008 - 08/02/2013

WILLIAM BLAIR & COMPANY L.L.C. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 08/11/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2008

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 05/20/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristopher Allan Barney.
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