Barry L. Kohler
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Barry L Kohler, CFP® was a registered financial professional .
Barry is a previously registered financial professional and started their career in finance in 1997. Barry had worked at 5 firms and has passed the Series 66, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2000
Experience
November 21, 2014 - November 23, 2021
HARVEST ASSET GROUP, LLC
September 17, 2014 - October 16, 2015
BARRY KOHLER CONSULTING
November 21, 2002 - September 12, 2011
BERRYDUNN WEALTH MANAGEMENT
October 1, 2002 - July 29, 2011
COMMONWEALTH FINANCIAL NETWORK
March 12, 1999 - July 29, 2011
COMMONWEALTH FINANCIAL NETWORK
June 17, 1997 - March 12, 1999
MONEY CONCEPTS CAPITAL CORP
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
HARVEST ASSET GROUP, LLC
CRD#: 165216 / SEC#: 801-124896
Contact information
Regulatory assets under management
| Total Number of Accounts | 311 |
| AUM (Assets Under Management) | $ 107,250,131 |
Red Flags
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