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.
1. Name of the other business - Barnes Wealth Management Group, Inc. dba Ironwood Retirement Plan Consultants
2. Is the business investment related - Yes
3. Address of the other business - 5060 California Ave., #600, Bakersfield, CA 93309
4. Nature of the other business - Retirement Plan Consulting
5. Your position, title, or relationship with the other business - Owner
6. The start date of your relationship - 05/01/2011
7. The approximate number of hours/month you devote to the other business - 140/mo
8. The number of hours you devote to the other business during securities trading hours - 22
9. Briefly describe your duties relating to the other business - Sales and service of retirement plans
Barnes Wealth Management Group / DBA Ironwood Retirement Plan Consultants / Investment Related / 5060 California Ave., Ste. 600, Bakersfield, CA 93309 / Financial Planning Firm / 120 Hours a month / Provide financial & investment planning with a focus on ERISA - Retirement plans. Compensation via percentage of
investments under management, commission or by fixed and hourly fees.
2nd OBA
Ron Church Insurance Services; Investment Related; 5060 California Ave., #600, Bakersfield, CA 93309; Variable Life and Annuity Sales; Owner; 01/1987; 20 hrs/mo; 5hrs; Sales of individual Life and Annuities
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Julius Church's 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®
NoneExperience
Current
December 15, 2015 - Present
BARNES WEALTH MANAGEMENT GROUP
Office #1: 5060 California Ave. Suite 600, Bakersfield, CA 93309RIA
CRD#: 132189
Bakersfield, CA
Current
November 16, 2015 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 5060 California Avenue Suite 600, Bakersfield, CA 93309BD
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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)
Regulatory assets under management
| Total Number of Accounts | 1,292 |
| 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.
