Rodney Scott Palmer

Employer firm

Barnes Wealth Management Group CRD 132189

$477M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 12/2000 → Present
  Northstar Financial
  Bakersfield, CA
• 12/2004 → 12/2017
  Financial Stratagies
  Bakersfield, CA
• 04/2010 → 08/2017
  Independent Financial Group
  San Diego, CA
• 08/2017 → Present
  Belpointe Asset Management, Llc
  Reno, NV
• 08/2022 → Present
  Barnes Wealth Management Group
  Bakersfield, CA

Previous Registrations

• 2017-08-11 → 2023-04-28
  Belpointe Asset Management Llc
  Bakersfield, CA
  Reno, NV
  Bakersfield, CA
• 2010-04-27 → 2017-09-18
  Independent Financial Group, Llc
  San Diego, CA
  San Diego, CA
  Bakersfield, CA
• 2004-03-02 → 2010-04-28
  Afa Advisor Services Llc
  Calabasas, CA
  Bakersfield, CA
• 2001-06-25 → 2004-02-25
  Brecek & Young Advisors, Inc.
  Folsom, CA

Other Businesses

(1) NORTHSTAR FINANCIAL, INVESTMENT RELATED, BAKERSFIELD CA, INSURANCE AGENCY, OWNER OFFERING SALES OF LIFE/LTC INSURANCE & ANNUITIES SINCE 10/1993. 10 HOURS PER MONTH. (2) 1% OWNER OF "HIT SONGS HOLDINGS, LLC, NON-INVESTMENT RELATED, BUSINESS LOCATED IN BRANSON, MO." PROVIDING TELEVISION AND RECORDING PRODUCTIONS SINCE 11/2009. LESS THAN 1% TIME SPENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-27
• S63 Uniform Securities Agent State Law Examination
  1994-02-11