Advisor at Entruity Wealth, LLC
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Firm
Entruity Wealth, LLC
Location
Bakersfield, CA 93311
Credentials
CFP®, Series 63, Series 65
Industry experience
45 years
Bradley Barnes is a CFP® with 44 years of industry experience, currently serving as President and CIO at Entruity Wealth, LLC in Bakersfield, CA. His prior experience includes roles at Purshe Kaplan Sterling Investments and Morgan Stanley. He is a board advisor for the Estate Planning Council of Bakersfield and serves on the board of the Downtown Rotary Club of Bakersfield. Entruity Wealth manages approximately $128.6 million across about 281 client relationships, primarily serving individual and high-net-worth clients with portfolio management, financial planning, retirement-plan consulting, and cash management. The firm employs multiple asset-allocation strategies and incorporates borrowing, derivatives, and structured instruments in its investment approach, while also offering managed held-away accounts and estate-planning support.
Based on Entruity Wealth, LLC
Financial planning and consulting flat fees up to $30,000, generally minimum $1,000
Representatives receive commissions for sale of securities and insurance products
Minimum fee: Financial planning flat fees generally assessed a minimum of $1,000
11601 Bolthouse Drive, Suite 120
Bakersfield, CA 93311
California · Texas
Purshe Kaplan Sterling Investments, Inc
2017 - Present (9 years)
Entruity Wealth, LLC
2017 - Present (9 years)
Morgan Stanley Private Bank, National Association
2015 - 2017 (2 years)
Morgan Stanley
2007 - 2017 (10 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Bakersfield, CA
Howard Financial
Series 63, Series 65
Bakersfield, CA
Visionary Wealth Planners LLC
CFP®, Series 63, Series 65
Bakersfield, CA
WealthTarget Investment Advisors, LLC
Series 66
Bakersfield, CA
Mestmaker & Petrey Wealth Advisors
Series 66
Bakersfield, CA
Mestmaker & Petrey Wealth Advisors
Series 63
Bakersfield, CA
Sierra Capital Management
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