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Michael Hunter Barber

Barber & Associates

The Villages, FL

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Current Employers
Barber & Associates

The Villages, FL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-30
FL RA APPROVED 2011-06-01
  • TX RA
    APPROVED_RES
    Since 2022-03-30
  • FL RA
    APPROVED
    Since 2011-06-01

Branch Locations

The Villages, FL • United States

Disclosures

3 disclosure categories 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 Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Barber & Associates Financial Group, Llc The Villages FL 02/2009 Present
Barber & Associates The Villages FL 07/2010 Present
Wealth Management Network Greenwood Village CO 11/2016 01/2020
Concierge Tax Preparation, Llc The Villages FL 01/2011 Present
Kissling Financial Services, Llc New Castle PA 11/2019 Present
  • 02/2009 → Present
    Barber & Associates Financial Group, Llc
    The Villages, FL
  • 07/2010 → Present
    The Villages, FL
  • 11/2016 → 01/2020
    Wealth Management Network
    Greenwood Village, CO
  • 01/2011 → Present
    Concierge Tax Preparation, Llc
    The Villages, FL
  • 11/2019 → Present
    Kissling Financial Services, Llc
    New Castle, PA
Previous Registrations
  • 2006-10-09 → 2009-02-27
    Madison Avenue Advisors, Inc.
    Orlando, FL
    Apopka, FL
    Orlando, FL
Other Businesses

KISSLING FINANCIAL SERVICES, LLC; INVESTMENT-RELATED; 5117 ERIE STREET, NEW CASTLE, PENNSYLVANIA, 16102; SOLICITOR; START DATE: 05/08/2019; 6 HOURS DEVOTED PER MONTH; 4 HOURS DEVOTED DURING SECURITIES HOURS; SOLICITING CLIENTS. BARBER & ASSOCIATES FINANCIAL GROUP, THE BUSINESS IS INVESTMENT RELATED. THE ADDRESS IS 2605 McLin Lane The Villages, Florida, 32163 . THE BUSINESS NATURE IS THE SOLICITING AND SALES OF LIFE INSURANCE AND ANNUITY PRODUCTS. I AM THE SOLE OWNER. THE BUSINESS WAS STARTED 3/1/2009. I DEVOTE 80% OF MY TIME TO THE BUSINESS DURING NORMAL SECURITY TRADING HOURS. I WORK WITH EXISTING CLIENTS AND REFERRALS. Michael H. Barber is the owner of Concierge Tax Preparation, LLC, a firm prepares income tax returns to clients. Mr. Barber spends approximately 3 hours per month with this outside business activity.2605 McLin Ln; The Villages, FL 32163. Start Date 01/2011 Michael H. Barber is licensed with Estate Docs PMO, an estate documentation firm. Mr. Barber spends approximately 2 hours a month on this outside business activity.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-08-16
  • S63 Uniform Securities Agent State Law Examination
    2008-08-16
Designations

View on SEC IAPD

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