Nicholas Sebastian Barnes

Employer firm

Obermeyer Wealth Partners CRD 110069

$3.03B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 04/2021
  Vantage Investment Partners
  Kansas City, MO
• 05/2021 → Present
  Obermeyer Wood Investment Counsel Lllp
  Denver, CO

Previous Registrations

• 2014-11-24 → 2020-12-31
  Vantage Investment Partners, Llc
  Kansas City, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-24

Designations

• Chartered Financial Analyst

Other Names

• Nick Barnes
• Nicholas Barnes