OB
Otis C. Barnard
WEALTHBUILDERS INVESTMENTS
GREENWOOD VILLIAGE, CO 80111
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CRD#: 7340096
OB
Professional summary
Otis Caleb Barnard, who also goes by Caleb Barnard, is a registered financial advisor currently at WEALTHBUILDERS INVESTMENTS located in Greenwood Villiage, Colorado.
Otis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Otis has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Caleb Barnard
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.
Insurance Agent Life and Health Tricord Global Missions Society, Inc., not investment related, , 10 hours per month - will assist with administrative duties
CRS (Client Relationship Summary) - RIA
Click below to view Otis Caleb Barnard'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
January 21, 2025 - Present
WEALTHBUILDERS INVESTMENTS
Office #1: 5600 S. Quebec Street Suite 3196, Greenwood Villiage, CO 80111RIA
CRD#: 173306
GREENWOOD VILLIAGE, CO
Past
March 26, 2021 - December 31, 2024
WEALTHBUILDERS INVESTMENTS
RIA
CRD#: 173306
Greenwood Village, 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".
WI
WEALTHBUILDERS INVESTMENTS
AUTHENTIC COUNSEL, LLC | WEALTHBUILDERS INVESTMENTS | WEALTHBUILDERS INVESTMENT SERVICES | AUTHENTIC WEALTH
CRD#: 173306 / SEC#: 801-127787
RIA
Registered Investment Advisory firm - (4/28/2023 Approved)California
Registered Investment Advisory firm - (6/24/2023 Terminated)Colorado
Registered Investment Advisory firm - (5/31/2023 Terminated)Florida
Registered Investment Advisory firm - (5/25/2023 Terminated)Louisiana
Registered Investment Advisory firm - (1/3/2023 Terminated)Texas
Registered Investment Advisory firm - (5/25/2023 Terminated)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
Colorado(1/21/2025)
Current Firm
WI
WEALTHBUILDERS INVESTMENTS
AUTHENTIC COUNSEL, LLC | WEALTHBUILDERS INVESTMENTS | WEALTHBUILDERS INVESTMENT SERVICES | AUTHENTIC WEALTH
CRD#: 173306 / SEC#: 801-127787
RIA
Registered Investment Advisory firm - (4/28/2023 Approved)California
Registered Investment Advisory firm - (6/24/2023 Terminated)Colorado
Registered Investment Advisory firm - (5/31/2023 Terminated)Florida
Registered Investment Advisory firm - (5/25/2023 Terminated)Louisiana
Registered Investment Advisory firm - (1/3/2023 Terminated)Texas
Registered Investment Advisory firm - (5/25/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8310 South Valley Highway Suite 300, Englewood, CO 80112
Mailing Address
Phone number
(972) 719-2557
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 706 |
| AUM (Assets Under Management) | $ 122,329,256 |
Red Flags
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