Barbara G. Drebing

KAUFFMAN & DREBING

SWARTHMORE, PA

Some features on this profile are disabled

CRD#: 2325910

Professional summary

Barbara Gail Drebing, who also goes by Barbara Drebing Kauffman, is a registered financial advisor currently at KAUFFMAN & DREBING located in Swarthmore, Pennsylvania.

Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Barbara has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Barbara Drebing Kauffman

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 Gail Drebing'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®

None

Experience

Current

April 8, 1991 - Present

KAUFFMAN & DREBING

RIA

CRD#: 117719

SWARTHMORE, PA

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

Delaware
(3/26/2003)

IAR

Pennsylvania
(4/8/1991)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

KAUFFMAN & DREBING

KAUFFMAN & DREBING | KAUFFMAN & DREBING LLC

CRD#: 117719 / SEC#:

Delaware

Registered Investment Advisory firm - (8/28/1992 Approved)

New Jersey

Registered Investment Advisory firm - (10/14/2025 Termination Requested)

Pennsylvania

Registered Investment Advisory firm - (1/3/1983 Approved)

Texas

Registered Investment Advisory firm - (4/4/2008 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (10/14/2025 Termination Requested)

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Contact information

Main Address

Swarthmore, PA

Mailing Address

Phone number

(215) 546-8016

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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