Erik C. Barnes

RETIREMENT PORTFOLIO PARTNERS

Warrenville, IL 60555

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CRD#: 5199473

Professional summary

Erik Cecil Barnes, CFP® is a registered financial advisor currently at RETIREMENT PORTFOLIO PARTNERS located in Warrenville, Illinois.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Erik has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Biography

I’m a proud graduate of North Central College with a BA Economics and the Executive Financial Planner program at Bryant University. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry.

While I’m not busy in the office crafting financial plans, you can find me fishing with my wife and 3 kids in Hayward, Wi, relaxing at the beach in Indian Rocks Beach, FL, attempting to try every steak burrito ever made or reading the next book on my list.

Question & Answer

What are your service offerings?

Retirement Planning

Comprehensive Financial Planni...

Investment Planning

Estate Planning

Tax Planning

Retirement Income Management

Do you have an area of expertise or specialization?

Baby Boomers

Fixed Fee (Subscription, Retai...

Investment Advice with Ongoing...

Investment Advice without Ongo...

Retirement Planning & Distribu...

Tax Planning

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Cecil Barnes'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

August 8, 2012 - Present

RETIREMENT PORTFOLIO PARTNERS

Office #1: 27475 Ferry Road, Warrenville, IL 60555

RIA

CRD#: 157079

Warrenville, IL

Past

May 3, 2011 - December 31, 2011

RETIREMENT PORTFOLIO PARTNERS

RIA

CRD#: 157079

NAPERVILLE, IL

Past

October 19, 2009 - July 13, 2010

LEVEL FOUR FINANCIAL, LLC

RIA

CRD#: 25700

OSWEGO, IL

Past

October 19, 2009 - July 13, 2010

LEVEL FOUR FINANCIAL, LLC

CRD#: 25700

OSWEGO, IL

Past

May 13, 2008 - September 10, 2009

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

OSWEGO, IL

Past

May 13, 2008 - September 10, 2009

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

OSWEGO, IL

Past

January 17, 2007 - April 29, 2008

EDWARD JONES

RIA

CRD#: 250

YORKVILLE, IL

Past

September 26, 2006 - April 29, 2008

EDWARD JONES

CRD#: 250

YORKVILLE, IL

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

Illinois
(8/8/2012)

IAR

Texas
(4/22/2022)

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 66

Date: 11/13/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/25/2006

General Securities Representative Examination

Current Firm

RETIREMENT PORTFOLIO PARTNERS

BARNES, ERIK CECIL | THE FARM CAPITAL MANAGEMENT, LLC | RETIREMENT PORTFOLIO PARTNERS | ERIK CECIL BARNES | CARTER SHAW

CRD#: 157079 / SEC#:

Illinois

Registered Investment Advisory firm - (8/8/2012 Approved)

Texas

Registered Investment Advisory firm - (4/22/2022 Conditional Restricted)

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Contact information

Main Address

27475 Ferry Road, Warrenville, IL 60555

Mailing Address

Phone number

(630) 560-4880

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	109
AUM (Assets Under Management)	$ 32,664,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Erik C. Barnes

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Cecil Barnes's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT PORTFOLIO PARTNERS

RETIREMENT PORTFOLIO PARTNERS

LEVEL FOUR FINANCIAL, LLC

LEVEL FOUR FINANCIAL, LLC

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 11/13/2006

Series 7

Date: 9/25/2006

Current Firm

RETIREMENT PORTFOLIO PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREMENT PORTFOLIO PARTNERS

TRUST BUT VERIFY

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