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Erin James Barnhart

Mpm Wealth Advisors

Lancaster, OH

Holland, OH

CRD 3134406

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Employer firm

Mpm Wealth Advisors CRD 104926

$1.04B regulatory AUM 1,118 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Mpm Wealth Advisors

7429 International Drive Suite A, Holland, OH 43528-8623 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2004-06-24
  • OH RA
    APPROVED
    Since 2004-06-24

Branch Locations

Lancaster, OH • United States

7429 International Drive Suite A, Holland, OH 43528-8623 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mpm Wealth Advisors, Inc. Lancaster OH 06/2004 Present
  • 06/2004 → Present
    Mpm Wealth Advisors, Inc.
    Lancaster, OH
Other Businesses

MR. BARNHART DEVOTES APPROXIMATELY 12 HOURS PER WEEK AS A SWIMMING COACH AT OHIO STATE UNIVERSITY

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-01-06
S65 Uniform Investment Adviser Law Examination 1999-01-06
  • S63 Uniform Securities Agent State Law Examination
    1999-01-06
  • S65 Uniform Investment Adviser Law Examination
    1999-01-06
Other Names
  • Erin J Barnhart

View on SEC IAPD

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