Kimberly Ann Barentsen

Current Employers

Employment History

• 10/2011 → 03/2019
  First Allied Securities Inc.
  San Diego, CA
• 11/2011 → 03/2019
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 10/2016 → Present
  Barentsen Advisory Services, Llc
  Walnut Creek, CA
• 04/2019 → 09/2020
  Npb Financial Group, Llc
  Burbank, CA
• 11/2020 → 07/2022
  Npb Financial Group, Llc
  Walnut Creek, CA
• 07/2022 → 03/2023
  Independent Financial Group, Llc
  Walnut Creek, CA
• 04/2023 → 09/2024
  Independent Financial Group, Llc
  Walnut Creek, CA
• 10/2024 → 03/2026
  Aegis Capital Corp
  Walnut Creek, CA
• 03/2026 → Present
  Ni Advisors, Inc.
  Walnut Creek, CA

Previous Registrations

• 2024-10-28 → 2026-03-20
  Aegis Capital Corp.
  Walnut Creek, CA
  Walnut Creek, CA
  New York, NY
• 2023-04-06 → 2024-09-05
  Independent Financial Group, Llc
  Walnut Creek, CA
  San Diego, CA
  Walnut Creek, CA
• 2022-07-15 → 2023-03-24
  Independent Financial Group, Llc
  Walnut Creek, CA
• 2020-11-12 → 2022-07-15
  Npb Financial Group, Llc
  Walnut Creek, CA
• 2019-04-12 → 2020-09-05
  Npb Financial Group, Llc
  Walnut Creek, CA
• 2011-11-01 → 2019-04-08
  First Allied Advisory Services, Inc.
  San Diego, CA
  Walnut Creek, CA
• 2011-10-25 → 2011-10-31
  First Allied Securities, Inc.
  Walnut Creaak, CA
  San Diego, CA
  Walnut Creek, CA
• 2005-01-10 → 2011-09-30
  Investors Capital Corp.
  Tustin, CA
  Walnut Creek, CA
  Pleasant Hill, CA
  Tulsa, OK
  Lynnfield, MA
  Lynnfield, MA
  Tulsa, OK
• 1999-12-20 → 2004-12-31
  Eastern Point Advisors Inc.
  Pleasant Hill, CA

Other Businesses

1. Barentsen Advisory Services LLC; Investment-Related; 1255 Treat Blv.d, Suite 300, Walnut Creek, CA 94597; Financial Planning, Fixed Quarterly, Hourly Client Fees Only; Owner & CEO since 10/2016; 10 hours/month; 10 hours/month during NAI business hours; Concierge high services, extra financial consulting. 2. Insurance & Annuities Fixed Products; Non-Investment-Related; 1255 Treat Blv.d, Suite 300, Walnut Creek, CA 94597; Insurance Agent since 08/1990; 3 hours/month; 3 hours/month during NAI business hours; Insurance & Annuities Sales. 3. Joan B. Andersdon Irrevacable Trust; Non-Investment-Related; 309 Mercury Way, Pleasant Hill, CA 94523; Trustee of Mother's Living Trust; Trustee since 01/10/1990; 1 hours/month;0 hours/month during NAI business hours; Distributing Reamaining Assets.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-27
• S63 Uniform Securities Agent State Law Examination
  1991-01-11

Other Names

• Kimberly Ann Bietema
• Kimberly Ann Berentsen
• Kimberly Ann Bielema