Amy Barbara Barnes
CFP®, CIMA®Professional Summary
Amy Barbara Barnes, CFP®, CIMA® is a registered financial advisor currently at FIREBRAND WEALTH MANAGEMENT, LLC located in Redmond, Washington. Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Amy has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Financial Planning
- Retirement Planning
- Education Funding
- Estate & Legacy Planning
- Social Security & Medicare Planning
- Investment Management
Specializations
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
FIREBRAND WEALTH MANAGEMENT | FIREBRAND WEALTH MANAGEMENT, LLC
Contact Information
Main Address
8201 164th Ave Ne Suite 238, Redmond, WA 98052Mailing Address
200 E 16th St #13g, New York, NY 10003Phone Number
(206) 485-4000# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
104AUM (Assets Under Management)
$78,880,566Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(4/13/2020)
(9/26/2024)
(4/1/2024)
(7/16/2018)
(4/17/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Amy Barbara Barnes's CRS (Customer Relationship Summary).
Services Offered by Amy
- Tax Planning
- Financial Planning
- Retirement Planning
- Education Funding
- Estate & Legacy Planning
- Social Security & Medicare Planning
- Investment Management
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