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The Villages, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-30 |
| FL | RA | APPROVED | 2011-06-01 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-08-16 |
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