Kirk John Barrett

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2009 → 05/2019
  1St Global Capital
  Dallas, TX
• 05/2019 → 04/2022
  Avantax Investment Services, Inc.
  Dallas, TX
• 04/2022 → 07/2023
  Fisher Investments
  Plano, TX
• 08/2023 → 05/2024
  Raymond James Financial Services, Inc.
  Dallas, TX
• 08/2023 → 05/2024
  Raymond James Financial Services Advisors, Inc.
  Dallas, TX
• 11/2020 → 04/2022
  Avantax Advisory Services
  Dallas, TX
• 05/2024 → 06/2025
  Silver Lake Capital Management Llc
  Dallas, TX
• 08/2023 → 05/2024
  Malleck Wealth Management Llc
  Dallas, TX
• 06/2025 → Present
  Farther
  Plano, TX

Previous Registrations

• 2024-05-14 → 2025-07-30
  Silver Lake Capital Partners
  Dallas, TX
• 2023-08-16 → 2024-05-16
  Raymond James Financial Services Advisors, Inc
  Dallas, TX
• 2022-04-20 → 2023-07-31
  Fisher Investments
  Plano, TX
  Plano, TX
• 2020-11-09 → 2022-04-13
  Avantax Advisory Services
  Dallas, TX

Other Businesses

Name of other business: Lutheran Foundation of Southwest; Is business Investment related: No; Address of other business: 103 12th Street, Suite 201 Pflugerville, TX 78660; Nature of other business: Public Charity Your position: Gift Planner; Title and relationship with other business: Approx. # of hours /month devote to other business: 40; Number of hours devoted to other business during securities trading hours: 15; Briefly describe duties: Legacy and charitable gift planning.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-03

Designations

• Certified Financial Planner