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Barbara Jean Mahr

Barbara J. Mahr

KINGDOM LEGACY ADVISORS
PLYMOUTH, MN
CRD#: 2061026
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Barbara Jean Mahr
Barbara Jean MahrKINGDOM LEGACY ADVISORS

Professional summary

Barbara Jean Mahr, CFP®, who also goes by Barbara Jean Brustkern, Barbara J Mahr, is a registered financial advisor currently at KINGDOM LEGACY ADVISORS located in Plymouth, Minnesota.

Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Barbara has worked at 8 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Retirement Income Management
Retirement Planning
Tax Planning
Investment Planning
Social Security Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes

Aliases

Barbara Jean Brustkern | Barbara J Mahr

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 Barbara Jean Mahr'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®
CFP®

Certified Financial Planner

Start date: 1988

Experience

Current

April 6, 2026 - Present

KINGDOM LEGACY ADVISORS

RIA
CRD#: 334847
PLYMOUTH, MN
Past

February 2, 2023 - September 30, 2025

BLUESTEM WEALTH PARTNERS, LLC

RIA
CRD#: 324489
MINNETONKA, MN
Past

November 26, 2013 - February 7, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
NAPLES, FL
Past

June 27, 2005 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 27, 2005 - February 7, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
NAPLES, FL
Past

April 19, 2002 - June 3, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FAIRFIELD, IA
Past

March 19, 1997 - April 19, 2002

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

January 12, 1995 - April 1, 1997

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

May 22, 1990 - December 31, 1992

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA

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".
KL
KINGDOM LEGACY ADVISORS
KINGDOM LEGACY ADVISORS | KINGDOM LEGACY ADVISORS CORPORATION

CRD#: 334847 / SEC#: 801-132069

RIA
Registered Investment Advisory firm - (3/25/2025 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Minnesota
(4/6/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 7/21/2005
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/19/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/19/1990
General Securities Representative Examination

Current Firm

KL
KINGDOM LEGACY ADVISORS
KINGDOM LEGACY ADVISORS | KINGDOM LEGACY ADVISORS CORPORATION

CRD#: 334847 / SEC#: 801-132069

RIA
Registered Investment Advisory firm - (3/25/2025 Approved)
Loading...

Contact information

Main Address
Minnetonka, MN
Mailing Address
Phone number
(952) 697-2225
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KLA ADV 2A (1/9/2026)

Regulatory assets under management

Total Number of Accounts823
AUM (Assets Under Management)$ 196,542,000

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

KINGDOM LEGACY ADVISORS

CRD#: 334847Plymouth, MN

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