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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Owen Barthold is an Investment Advisor Representative at Nisa Investment Advisors, LLC in St. Louis, MO. Ross has been in the financial industry since June 2011. Ross is registered with the state of Missouri and holds Series 3 and Series 65 licenses. Ross specializes in providing investment advice to corporations, pooled investment vehicles, and pension and profit sharing plans.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Other appropriate measure of program size
1
2
MO
01/23/2017 - Present
Nisa Investment Advisors, LLC (ST. LOUIS MO)
IA
Issued 01/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2017
Series 3 - National Commodity Futures Examination
Active
Inactive
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