Erin J. Barnhart

MPM WEALTH ADVISORS

Lancaster, OH

Some features on this profile are disabled

CRD#: 3134406

Professional summary

Erin James Barnhart, who also goes by Erin J Barnhart, is a registered financial advisor currently at MPM WEALTH ADVISORS located in Lancaster, Ohio.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Erin has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erin J Barnhart

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.

MR. BARNHART DEVOTES APPROXIMATELY 12 HOURS PER WEEK AS A SWIMMING COACH AT OHIO STATE UNIVERSITY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin James Barnhart'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

June 24, 2004 - Present

MPM WEALTH ADVISORS

RIA

CRD#: 104926

Lancaster, OH

Past

June 21, 2004 - March 20, 2006

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

August 1, 2002 - June 21, 2004

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

November 13, 1998 - August 5, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

MPM WEALTH ADVISORS

MODERN PORTFOLIO MANAGEMENT INC | MPM WEALTH ADVISORS, INC. | MPM WEALTH ADVISORS INC. | MPM WEALTH ADVISORS | MODERN PORTFOLIO MANAGEMNT INC

CRD#: 104926 / SEC#: 801-50488

RIA

Registered Investment Advisory firm - (11/17/1995 Approved)

Florida

Registered Investment Advisory firm - (3/21/2003 Cancelled)

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

Ohio
(6/24/2004)

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

State Security Law Exam

IAR

Series 65

Date: 1/6/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/6/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/12/1998

General Securities Representative Examination

Current Firm

MPM WEALTH ADVISORS

MODERN PORTFOLIO MANAGEMENT INC | MPM WEALTH ADVISORS, INC. | MPM WEALTH ADVISORS INC. | MPM WEALTH ADVISORS | MODERN PORTFOLIO MANAGEMNT INC

CRD#: 104926 / SEC#: 801-50488

RIA

Registered Investment Advisory firm - (11/17/1995 Approved)

Florida

Registered Investment Advisory firm - (3/21/2003 Cancelled)

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

7429 International Drive Suite A, Holland, OH 43528-8623

Mailing Address

Phone number

(419) 861-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MPM WEALTH ADVISORS - FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	2,435
AUM (Assets Under Management)	$ 888,866,554

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Erin J. Barnhart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin James Barnhart's CRS (Customer Relationship Summary).

Certified licenses

Experience

MPM WEALTH ADVISORS

KESTRA INVESTMENT SERVICES, LLC

EDWARD JONES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

MPM WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/6/1999

Series 63

Date: 1/6/1999

Series 7

Date: 11/12/1998

Current Firm

MPM WEALTH ADVISORS

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MPM WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors