Kenneth D. Barber
STRATEGIC ADVISERS LLC | Financial Consultant, PAS
DENVER, CO
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CRD#: 4109145
Professional summary
Kenneth David Barber, CFP®, who also goes by Kenneth David Barber, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Denver, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Greenwood Village, Colorado.
Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Kenneth has worked at 11 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 6 exams.
Biography
As your dedicated advisor, I will partner with you to ensure your financial plan aligns with your long term goals. I'll do that through understanding your situation and helping you create a customized plan based on your needs. I believe that sound financial planning may help my clients overcome financial obstacles and reduce certain kinds of retirement risk. When you're working with me, please know that I care about your outcome and my team is committed to quality customer service.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kenneth David Barber
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth David Barber'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®
Education
Colorado State University
Bachelor of Arts (BA) - Technical Journalism Public Relations
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039RIA
CRD#: 104555
DENVER, CO
Current
May 4, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 6501 S Fiddler's Green Circle Ste 300 - 600, Greenwood Village, CO 80111-4932BD
CRD#: 7784
Greenwood Village, CO
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GREENWOOD VILLAGE, CO
Past
May 8, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GREENWOOD VILLAGE, CO
Past
March 13, 2015 - April 27, 2015
PFS INVESTMENTS INC.
BD
CRD#: 10111
LAKEWOOD, CO
Past
July 21, 2014 - November 10, 2014
LONGBOARD ASSET MANAGEMENT
RIA
CRD#: 155617
DENVER, CO
Past
January 31, 2013 - March 5, 2013
NORTHERN LIGHTS DISTRIBUTORS, LLC
BD
CRD#: 126159
ELKHORN, NE
Past
September 11, 2012 - November 28, 2012
SIGNATOR FINANCIAL SERVICES, INC.
BD
CRD#: 19061
BELLEVUE, WA
Past
February 11, 2010 - December 9, 2011
DISTRIBUTION SERVICES, LLC
BD
CRD#: 25938
PORTLAND, ME
Past
June 5, 2009 - December 9, 2011
SCOUT INVESTMENTS, INC.
RIA
CRD#: 111787
KANSAS CITY, MO
Past
August 30, 2007 - February 18, 2010
UMB FINANCIAL SERVICES, INC.
BD
CRD#: 17073
KANSAS CITY, MO
Past
January 12, 2000 - July 17, 2007
JANUS HENDERSON DISTRIBUTORS US LLC
BD
CRD#: 28832
DENVER, CO
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.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
Alabama(5/4/2015)
RR
Alaska(5/4/2015)
RR
Arizona(5/4/2015)
RR
Arkansas(5/4/2015)
RR
California(5/4/2015)
RR
Colorado(5/4/2015)
IAR
Colorado(3/31/2025)
RR
Connecticut(5/4/2015)
RR
Delaware(5/4/2015)
RR
District of Columbia(5/4/2015)
RR
Florida(5/4/2015)
RR
Georgia(5/4/2015)
RR
Hawaii(5/4/2015)
RR
Idaho(5/4/2015)
RR
Illinois(5/4/2015)
RR
Indiana(5/4/2015)
RR
Iowa(5/4/2015)
RR
Kansas(5/4/2015)
RR
Kentucky(5/4/2015)
RR
Louisiana(5/4/2015)
RR
Maine(5/4/2015)
RR
Maryland(5/4/2015)
RR
Massachusetts(5/4/2015)
RR
Michigan(5/4/2015)
RR
Minnesota(5/4/2015)
RR
Mississippi(5/4/2015)
RR
Missouri(5/4/2015)
RR
Montana(5/4/2015)
RR
Nebraska(5/4/2015)
RR
Nevada(5/4/2015)
RR
New Hampshire(5/4/2015)
RR
New Jersey(5/4/2015)
RR
New Mexico(5/4/2015)
RR
New York(5/4/2015)
RR
North Carolina(5/4/2015)
RR
North Dakota(5/4/2015)
RR
Ohio(5/4/2015)
RR
Oklahoma(5/4/2015)
RR
Oregon(5/4/2015)
RR
Pennsylvania(5/4/2015)
RR
Puerto Rico(5/4/2015)
RR
Rhode Island(5/4/2015)
RR
South Carolina(5/4/2015)
RR
South Dakota(5/4/2015)
RR
Tennessee(5/4/2015)
RR
Texas(5/4/2015)
IAR
Texas(3/31/2025)
RR
Utah(5/4/2015)
RR
Vermont(5/4/2015)
RR
Virgin Islands(1/4/2019)
RR
Virginia(5/4/2015)
RR
Washington(5/4/2015)
RR
West Virginia(5/4/2015)
RR
Wisconsin(5/4/2015)
RR
Wyoming(5/4/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Financial Consultant, PASCRD#: 104555Denver, COTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
