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Barbara Ann Burns

Latour Asset Management LLC

Springfield, MO

CRD 6303432

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Employer firm

Latour Asset Management LLC CRD 172461

710 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers

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

Current Employers
Latour Asset Management Llc

2627 W. Republic Road Suite A 112, Springfield, MO 65807 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2022-03-15
  • MO RA
    APPROVED
    Since 2022-03-15

Branch Locations

2627 W. Republic Road Suite A 112, Springfield, MO 65807 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Latour Advisory Group Springfield MO 09/2009 Present
Center Street Securities Nashville TN 05/2014 12/2022
Latour Asset Management Llc Springfield MO 01/2015 Present
  • 09/2009 → Present
    Latour Advisory Group
    Springfield, MO
  • 05/2014 → 12/2022
    Center Street Securities
    Nashville, TN
  • 01/2015 → Present
    Springfield, MO
Other Businesses

LaTour Advisory Group, Inc.; investment related; Springfield, MO; Administrative Asst and Insurance Agent.; ; Start: 09/2009; 150 hours/month; administrative tasks and insurance sales and service.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-22
  • S65 Uniform Investment Adviser Law Examination
    2014-12-22
Other Names
  • Barbara Ann Bolster
  • Barbara Ann Newlan
  • Barbara Ann Newlan

View on SEC IAPD

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