BK
Barry M. Kilzer
KILZER WEALTH MANAGEMENT
Carmel, CA 93923
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CRD#: 4968508
BK
Professional summary
Barry Milo Kilzer is a registered financial advisor currently at KILZER WEALTH MANAGEMENT located in Carmel, California.
Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Barry has worked at 1 firm .
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.
Barry Kilzer, Real Estate Broker, 26465 Carmel Rancho Blvd, Carmel, CA 93923, owner, 11/02/1984, 20 hours per month, 1 hour per day. Loan generation and investing.
CRS (Client Relationship Summary) - RIA
Click below to view Barry Milo Kilzer'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®
NoneExperience
Current
December 14, 2017 - Present
KILZER WEALTH MANAGEMENT
Office #1: 26465 Carmel Rancho Bl # 4, Carmel, CA 93923RIA
CRD#: 134100
Carmel, CA
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(12/14/2017)
Exams
Current Firm
KW
KILZER WEALTH MANAGEMENT
BARRY KILZER, REAL ESTATE BROKER | KILZER, BARRY MILO DBA | KILZER, BARRY MILO | KILZER WEALTH MANAGEMENT | KILZER FINANCIAL GROUP | BARRY MILO KILZER DBA
CRD#: 134100 / SEC#:
California
Registered Investment Advisory firm - (9/30/1986 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
26465 Carmel Rancho Bl # 4, Carmel, CA 93923
Mailing Address
26465 Carmel Rancho Bl, # 4, Carmel, CA 93923
Phone number
(831) 624-7783
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 57 |
| AUM (Assets Under Management) | $ 13,878,308 |
Red Flags
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Company Information
KILZER WEALTH MANAGEMENT
CRD#: 134100Carmel, CA 93923TRUST BUT VERIFY
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