Barbara A. Wright

VAN STRUM & TOWNE

SAN FRANCISCO, CA 94111-1993

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CRD#: 4329799

Professional summary

Barbara Ann Wright, CFA is a registered financial advisor currently at VAN STRUM & TOWNE INC located in San Francisco, California.

Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Barbara has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Name of Company: Energy Minerals Inc. Business type: Geothermal Steam Production NOT INVESTMENT RELATED Title: President Feb 2018 to present. Hours per month: 1 Hours during securities trading hours: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barbara Ann Wright'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®

CFA

Chartered Financial Analyst

Experience

Current

December 15, 2020 - Present

VAN STRUM & TOWNE INC

Office #1: 733 Front Street Suite 110, San Francisco, CA 94111-1993

RIA

CRD#: 106228

SAN FRANCISCO, CA

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".

VAN STRUM & TOWNE INC

CRD#: 106228 / SEC#: 801-11816

RIA

Registered Investment Advisory firm - (6/30/1976 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.

Highlighted states indicate IAR registrations

IAR

California
(12/15/2020)

IAR

Texas
(12/15/2020)

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: 11/29/2001

Uniform Investment Adviser Law Examination

Current Firm

VAN STRUM & TOWNE INC

CRD#: 106228 / SEC#: 801-11816

RIA

Registered Investment Advisory firm - (6/30/1976 Approved)

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Contact information

Main Address

733 Front Street Suite 110, San Francisco, CA 94111-1993

Mailing Address

Phone number

(415) 981-3455

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	267
AUM (Assets Under Management)	$ 429,922,078

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/20/2025	Cover Page	Report
10/03/2023	Cover Page	Report
01/09/2023	Cover Page	Report

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.

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Barbara A. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barbara Ann Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

VAN STRUM & TOWNE INC

Primary Firm SEC Registration

VAN STRUM & TOWNE INC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/29/2001

Current Firm

VAN STRUM & TOWNE INC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VAN STRUM & TOWNE INC

TRUST BUT VERIFY

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