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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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RC

Ronald J. Church

BARNES WEALTH MANAGEMENT GROUP
Bakersfield, CA 93309
Some features on this profile are disabled
CRD#: 1431285
RC

Professional summary

Ronald Julius Church, who also goes by Ron Church, is a registered financial advisor currently at BARNES WEALTH MANAGEMENT GROUP located in Bakersfield, California and PURSHE KAPLAN STERLING INVESTMENTS located in Bakersfield, California.

Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Ronald has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ron Church

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Julius Church's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 15, 2015 - Present

BARNES WEALTH MANAGEMENT GROUP

Office #1: 5060 California Ave. Suite 600, Bakersfield, CA 93309
RIA
CRD#: 132189
Bakersfield, CA
Current

November 16, 2015 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 5060 California Avenue Suite 600, Bakersfield, CA 93309
BD
CRD#: 35747
Bakersfield, CA
Past

September 16, 2014 - November 2, 2015

GLOBAL RETIREMENT PARTNERS LLC

RIA
CRD#: 172011
BAKERSFIELD, CA
Past

September 12, 2014 - November 25, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
BAKERSFIELD, CA
Past

May 3, 2011 - November 17, 2014

FINANCIAL TELESIS INC

RIA
CRD#: 31012
BAKERSFIELD, CA
Past

May 2, 2011 - September 12, 2014

FINANCIAL TELESIS INC

BD
CRD#: 31012
BAKERSFIELD, CA
Past

September 4, 1998 - May 4, 2011

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
BAKERSFIELD, CA
Past

March 17, 1989 - May 4, 2011

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
BAKERSFIELD, CA
Past

November 20, 1985 - February 15, 1989

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BARNES WEALTH MANAGEMENT GROUP
BARNES & ASSOCIATES | STEVE ALLEN BARNES | IRONWOOD RETIREMENT PLAN CONSULTANTS | BARNES WEALTH MANAGEMENT GROUP, INC. | BARNES WEALTH MANAGEMENT GROUP | BARNES & ASSOCIATES, INC. | BARNES & ASSOCIATES FINANCIAL PLANNING, INC.

CRD#: 132189 / SEC#: 801-118031

RIA
Registered Investment Advisory firm - (2/3/2020 Approved)
California
Registered Investment Advisory firm - (3/11/2020 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/16/2015)
IAR
California
(12/15/2015)
RR
Michigan
(11/16/2015)
RR
Oregon
(11/16/2015)
RR
Pennsylvania
(11/16/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/23/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/13/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/16/1985
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/10/2000
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BW
BARNES WEALTH MANAGEMENT GROUP
BARNES & ASSOCIATES | STEVE ALLEN BARNES | IRONWOOD RETIREMENT PLAN CONSULTANTS | BARNES WEALTH MANAGEMENT GROUP, INC. | BARNES WEALTH MANAGEMENT GROUP | BARNES & ASSOCIATES, INC. | BARNES & ASSOCIATES FINANCIAL PLANNING, INC.

CRD#: 132189 / SEC#: 801-118031

RIA
Registered Investment Advisory firm - (2/3/2020 Approved)
California
Registered Investment Advisory firm - (3/11/2020 Terminated)
PREMIUM
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Contact information

Main Address
5060 California Ave. Suite 600, Bakersfield, CA 93309
Mailing Address
Phone number
(661) 322-9799
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BWMG FORM ADV PART 2A DATED MARCH 28, 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,292
AUM (Assets Under Management)$ 411,644,298

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BARNES WEALTH MANAGEMENT GROUP

CRD#: 132189Bakersfield, CA 93309

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