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Michael John Barr

True Private Wealth Advisors, LLC

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About Michael John Barr

Michael John Barr is an investment advisor representative with True Private Wealth Advisors, LLC in Salem, Oregon. Michael John Barr has been registered with the state of Oregon since November 2023. Michael John Barr is also registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Michael John Barr has a Series 65 license. Michael John Barr has been in the securities industry for over 15 years and specializes in financial planning, pension consulting, and portfolio management. Michael John Barr is committed to providing clients with personalized advice and guidance to help them reach their financial goals.

Firm Information

Michael Barr is currently registered with True Private Wealth Advisors, LLC. True Private Wealth Advisors, LLC is a financial advisory firm based in Salem, OR. They offer a range of financial planning and investment management services to individuals, families, businesses, charitable organizations, and pension and profit sharing plans. The firm manages over $1.2 billion in assets for approximately 4,400 clients.
True Private Wealth Advisors, LLC

1781 LIBERTY STREET SE

SALEM, OR 97302

$1.24B

Assets Under Management

4

Total Clients

10

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 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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Michael Barr’s Registration & Firm History

OR

11/08/2023 - Present

True Private Wealth Advisors, LLC (SALEM OR)

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Licenses & Designations

IA

Issued 02/27/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael John Barr.
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