Frank O Barlow

Employer firm

Barlow Wealth Partners, LLC CRD 325308

$1.35B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2016 → 04/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Louisville, KY
• 10/2016 → 04/2023
  Bank Of America, N.A.
  Louisville, KY
• 04/2023 → Present
  Barlow Wealth Partners, Llc
  Louisville, KY

Previous Registrations

• 2016-09-30 → 2023-04-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Louisville, KY

Other Businesses

I*123794 For profit or not for profit: Non-Profit Organization Name of outside business organization: Junior Achievement of Kentuckiana Investment related: N Address of business: Louisville, Kentucky 40203 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 2/19/2019 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: As a community board member, we help teach others about organization and organize events to raise funds. We also help decide where to focus resources of the non-profit organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-29
• S63 Uniform Securities Agent State Law Examination
  2008-05-05

Other Names

• Frank Owens Barlow