Kevin Barry
Advisor at KB Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at KB Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
KB Wealth Management, LLC
Location
Bloomfield Hills, MI 48302
Credentials
Series 66
Industry experience
19 years
Kevin Barry is a financial advisor at KB Wealth Management, LLC in Bloomfield Hills, MI, holding a Series 66 designation with 18 years of industry experience. He worked at Oppenheimer & Co. Inc. for 10 years before founding KB Wealth Management in 2019. KB Wealth Management serves individuals, high-net-worth clients, and business entities with tailored financial planning, portfolio management, and qualified retirement plan consulting. The firm employs asset allocation, fundamental analysis, and modern portfolio theory to construct portfolios and offers retirement plan consulting and ERISA 3(21) fiduciary services uncommon among firms of its size.
Maximum annual management fee of 2.00%, negotiable based on account size, billed quarterly in advance
7 West Square Lake Rd.
Bloomfield Hills, MI 48302
Michigan
KB Wealth Management, LLC
2019 - Present (7 years)
Oppenheimer
2009 - 2019 (10 years)
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