BAR Financial, LLC
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BAR Financial, LLC Employees
Employee
Years
Job
Industry
Patti Iwase Patti Iwase's BAR Financial, LLC Experience 2008 - January 2015
Job Accounting Manager at Kuretake Zig Corp.
Industry Arts and Crafts
Experience
Kuretake ZIG Corporation November 2014 - Present
BAR financial LLC 2008 - January 2015
Franklin Templeton Investments 1998 - 2003
Skills
Retirement
Education
California State University-Fresno
Kuretake ZIG Corporation November 2014 - Present
BAR financial LLC 2008 - January 2015
Franklin Templeton Investments 1998 - 2003
Skills
Retirement
Education
California State University-Fresno
Bill Tadio Bill Tadio's BAR Financial, LLC Experience September 2014 - July 2015
Job Vice President, Business Development at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services July 2015 - Present
BAR Financial, LLC September 2014 - July 2015
Cambridge Investment Research February 2004 - September 2014
ING Investment Management January 2003 - February 2004
AXA Investment Managers January 2001 - January 2003
Skills
Recruiting, Financial Advisory, Business Development, Mutual Funds, Due Diligence, Investments, Series 24, Asset Managment, Team Building, New Business Development, Strategic Financial..., Financial Services, Portfolio Management, FINRA, Leadership, Series 7, Securities, Retirement Planning, 401k, Wealth Management, Series 63, Strategic Planning, Asset Management, Financial Analysis, Risk Management, Investment Advisory, Marketing Strategy, Retirement, Sales Management, Fixed Income, Series 65, Uniform Combined State...
Education
Arizona State University 1986 — 1992
BS Business, Business Management
NFP Advisor Services July 2015 - Present
BAR Financial, LLC September 2014 - July 2015
Cambridge Investment Research February 2004 - September 2014
ING Investment Management January 2003 - February 2004
AXA Investment Managers January 2001 - January 2003
Skills
Recruiting, Financial Advisory, Business Development, Mutual Funds, Due Diligence, Investments, Series 24, Asset Managment, Team Building, New Business Development, Strategic Financial..., Financial Services, Portfolio Management, FINRA, Leadership, Series 7, Securities, Retirement Planning, 401k, Wealth Management, Series 63, Strategic Planning, Asset Management, Financial Analysis, Risk Management, Investment Advisory, Marketing Strategy, Retirement, Sales Management, Fixed Income, Series 65, Uniform Combined State...
Education
Arizona State University 1986 — 1992
BS Business, Business Management
Brianna Brackett Brianna Brackett's BAR Financial, LLC Experience August 2008 - Present
Job Chief Marketing Officer in the Financial Industry
Industry Financial Services
Experience
BAR Financial, LLC August 2008 - Present
Education
Southern Methodist University 2003 — 2007
Bachelor of Arts (B.A.), Corporate Communications Public Affairs
BAR Financial, LLC August 2008 - Present
Education
Southern Methodist University 2003 — 2007
Bachelor of Arts (B.A.), Corporate Communications Public Affairs
Alex Ashton Alex Ashton's BAR Financial, LLC Experience September 2010 - July 2013
Job Inside Sales Representative at Kovarus, Inc.
Industry Financial Services
Experience
Kovarus November 2013 - Present
BAR Financial, LLC September 2010 - July 2013
Levi Strauss & Co. May 2009 - September 2009
Arizona State University September 2007 - August 2009
Costco Wholesale May 2007 - September 2007
Skills
Customer Service, Sales, Customer Satisfaction, Social Media, Finance, Securities, Salesforce.com, Leadership, Time Management, Insurance, CRM, Training, Networking, Recruiting, Management, Event Management, Direct Sales, Public Speaking, Inventory Management, B2B, Cold Calling, Sales Process, Email Marketing, Hospitality, Lead Generation, Market Research, Business Development, Sales Operations
Education
Arizona State University 2006 — 2010
Bachelor of Interdisciplinary Studies, Business/Corporate Communications
Kovarus November 2013 - Present
BAR Financial, LLC September 2010 - July 2013
Levi Strauss & Co. May 2009 - September 2009
Arizona State University September 2007 - August 2009
Costco Wholesale May 2007 - September 2007
Skills
Customer Service, Sales, Customer Satisfaction, Social Media, Finance, Securities, Salesforce.com, Leadership, Time Management, Insurance, CRM, Training, Networking, Recruiting, Management, Event Management, Direct Sales, Public Speaking, Inventory Management, B2B, Cold Calling, Sales Process, Email Marketing, Hospitality, Lead Generation, Market Research, Business Development, Sales Operations
Education
Arizona State University 2006 — 2010
Bachelor of Interdisciplinary Studies, Business/Corporate Communications
Phil Mottini, RFC Phil Mottini, RFC's BAR Financial, LLC Experience January 2011 - Present
Job Vice President, Financial Coach at SmithMottini Financial Advisors, Inc.
Industry Financial Services
Experience
Smith-Mottini Financial Advisors, Inc. January 1991 - Present
Cetera Financial Group January 2011 - Present
BAR Financial, LLC January 2011 - Present
Financial Network Investment Corporation, Member SIPC January 2011 - December 2012
Morgan Stanley February 1993 - January 2000
Skills
Investments, Retirement Planning, Estate Planning, Tax planning, Tax Deferral Planning, Fund Administration, Middle Market, Financial Planners, Wealth Management, Project Planning, Retirement, Strategic Planning, Securities, Wealth, Tax
Education
Arizona State University 1990 — 1995
BS, RFC, CEA, FOS, Accounting
Smith-Mottini Financial Advisors, Inc. January 1991 - Present
Cetera Financial Group January 2011 - Present
BAR Financial, LLC January 2011 - Present
Financial Network Investment Corporation, Member SIPC January 2011 - December 2012
Morgan Stanley February 1993 - January 2000
Skills
Investments, Retirement Planning, Estate Planning, Tax planning, Tax Deferral Planning, Fund Administration, Middle Market, Financial Planners, Wealth Management, Project Planning, Retirement, Strategic Planning, Securities, Wealth, Tax
Education
Arizona State University 1990 — 1995
BS, RFC, CEA, FOS, Accounting
Melanie Whiteside Melanie Whiteside's BAR Financial, LLC Experience November 2012 - April 2013
Job Operations Manager at BAR Financial, LLC
Industry Financial Services
Experience
BAR Financial, LLC November 2012 - April 2013
RBC Wealth Mgmt 1994 - August 2012
Skills
Credit, Loans, Retail Banking, Relationship Management, Risk Management, Insurance, Commercial Banking, Underwriting
Education
DePauw University 1976 — 1979
Liberal Arts
BAR Financial, LLC November 2012 - April 2013
RBC Wealth Mgmt 1994 - August 2012
Skills
Credit, Loans, Retail Banking, Relationship Management, Risk Management, Insurance, Commercial Banking, Underwriting
Education
DePauw University 1976 — 1979
Liberal Arts
Greg Brackett Greg Brackett's BAR Financial, LLC Experience April 1999 - Present
Job Regional Director at Cetera Advisor Networks
Industry Financial Services
Experience
BAR Financial, LLC April 1999 - Present
Cetera Advisor Networks January 2013 - Present
Cetera Advisor Networks LLC April 1999 - Present
Wells Fargo Bank 1998 - 1999
Franklin Templeton Investments 1997 - 1998
Skills
Marketing, Series 7, Partnerships, Investments, Mutual Funds, Banking, Financial Advisory, Finance, Financial Services, Management, Portfolio Management, Mergers, Wealth Management, Strategic Financial..., Securities, Insurance, Mergers
Education
California State University-Chico 1993 — 1997
B.S., Management & Conflict Resolution
BAR Financial, LLC April 1999 - Present
Cetera Advisor Networks January 2013 - Present
Cetera Advisor Networks LLC April 1999 - Present
Wells Fargo Bank 1998 - 1999
Franklin Templeton Investments 1997 - 1998
Skills
Marketing, Series 7, Partnerships, Investments, Mutual Funds, Banking, Financial Advisory, Finance, Financial Services, Management, Portfolio Management, Mergers, Wealth Management, Strategic Financial..., Securities, Insurance, Mergers
Education
California State University-Chico 1993 — 1997
B.S., Management & Conflict Resolution
Eric A. Huck, CFP Eric A. Huck, CFP's BAR Financial, LLC Experience 2003 - Present
Job Partner at BAR Financial, LLC
Industry Financial Services
Experience
BAR Financial, LLC 2003 - Present
Cetera Advisor Networks LLC 2003 - Present
Education
College for Financial Planning
CFP
BAR Financial, LLC 2003 - Present
Cetera Advisor Networks LLC 2003 - Present
Education
College for Financial Planning
CFP
Gabe Wilkinson Gabe Wilkinson's BAR Financial, LLC Experience April 2012 - August 2013
Job UNM Lobo
Industry Financial Services
Experience
Cetera Advisor Networks LLC June 2015 - Present
Wilcox Law Firm, P.C. May 2013 - August 2014
BAR Financial, LLC April 2012 - August 2013
Young American Football League May 2010 - September 2011
Skills
Leadership, Databases, English, Social Media, Outlook, Social Networking
Education
The University of New Mexico 2015 — 2021
Manzano High School 2011 — 2015
Cetera Advisor Networks LLC June 2015 - Present
Wilcox Law Firm, P.C. May 2013 - August 2014
BAR Financial, LLC April 2012 - August 2013
Young American Football League May 2010 - September 2011
Skills
Leadership, Databases, English, Social Media, Outlook, Social Networking
Education
The University of New Mexico 2015 — 2021
Manzano High School 2011 — 2015
Tim Smith, CLU, ChFC, RHU, RFC, LUTCF Tim Smith, CLU, ChFC, RHU, RFC, LUTCF's BAR Financial, LLC Experience January 2011 - Present
Job President, Financial Coach at SmithMottini Financial Advisors, Author, Teaching Instructor at American College
Industry Financial Services
Experience
Smith-Mottini Financial Advisors, Inc. January 1991 - Present
Cetera Financial Group January 2011 - Present
BAR Financial, LLC January 2011 - Present
Financial Network Investment Corporation, Member SIPC January 2011 - December 2012
Principal Financial Group June 1996 - December 1997
GE Capital May 1990 - June 1996
Skills
Estate Planning, Series 7, Investments, Retirement, Retirement Planning, 401k, Small Business, Financial Planners, Financial Advisory, Customer Service, Pensions, Portfolio Management, Investment Advisory, Securities, Life Insurance, Mutual Funds, Series 63, IRAs, Fixed Annuities, Insurance, Disability Insurance, Finance, Wealth Accumulation, Financial Services, Asset Management, Asset Allocation
Education
American College of Financial Planning 1991 — 1995
CLU, ChFC, RHU, LUTCF, Financial Services
Fresno State 1989 — 1991
Paramedic, Emergency Medical Technology/Technician (EMT Paramedic)
College of the Sequoias 1987 — 1989
EMT, Emergency Care Attendant (EMT Ambulance)
Smith-Mottini Financial Advisors, Inc. January 1991 - Present
Cetera Financial Group January 2011 - Present
BAR Financial, LLC January 2011 - Present
Financial Network Investment Corporation, Member SIPC January 2011 - December 2012
Principal Financial Group June 1996 - December 1997
GE Capital May 1990 - June 1996
Skills
Estate Planning, Series 7, Investments, Retirement, Retirement Planning, 401k, Small Business, Financial Planners, Financial Advisory, Customer Service, Pensions, Portfolio Management, Investment Advisory, Securities, Life Insurance, Mutual Funds, Series 63, IRAs, Fixed Annuities, Insurance, Disability Insurance, Finance, Wealth Accumulation, Financial Services, Asset Management, Asset Allocation
Education
American College of Financial Planning 1991 — 1995
CLU, ChFC, RHU, LUTCF, Financial Services
Fresno State 1989 — 1991
Paramedic, Emergency Medical Technology/Technician (EMT Paramedic)
College of the Sequoias 1987 — 1989
EMT, Emergency Care Attendant (EMT Ambulance)
Erin Hooten Erin Hooten's BAR Financial, LLC Experience September 2007 - October 2014
Job Compliance Officer at Essex National Securities, LLC
Industry Financial Services
Experience
Essex National Securities, LLC October 2014 - Present
Cetera Advisor Networks September 2007 - October 2014
BAR Financial, LLC September 2007 - October 2014
Legacy Financial Services 2006 - 2007
Morgan Stanley June 2005 - April 2006
Education
University of California, Davis 1999 — 2001
BA, Spanish and Italian
Universita di Padova 1998 — 1998
Italian
UC Riverside 1996 — 1997
General Studies
Essex National Securities, LLC October 2014 - Present
Cetera Advisor Networks September 2007 - October 2014
BAR Financial, LLC September 2007 - October 2014
Legacy Financial Services 2006 - 2007
Morgan Stanley June 2005 - April 2006
Education
University of California, Davis 1999 — 2001
BA, Spanish and Italian
Universita di Padova 1998 — 1998
Italian
UC Riverside 1996 — 1997
General Studies
Tom Imler, CLU, ChFC, FIC, LUTCF's BAR Financial, LLC Experience January 1998 - March 2004
Job Life Insurance Specialist at AAA Life Insurance Company
Industry Financial Services
Experience
AAA Life Insurance Company July 2013 - Present
Knights of Columbus Insurance December 2009 - May 2013
First National Bank of Chester County March 2004 - 2008
BAR Financial, LLC January 1998 - March 2004
John Hancock Financial Services 1992 - 1993
Skills
Retirement, Insurance, Life Insurance, Long Term Care Insurance, Wealth Management, Employee Benefits, Financial Services, IRAs, Long-term Care, Disability Insurance, Retirement Planning, Roth IRA, Estate Planning, Whole Life, Term Life Insurance, Sales, Wealth Accumulation, Investments, Financial Planners, Universal Life, Underwriting, Key Person Insurance, Financial Advisory, Series 7, 401k Rollovers, Permanent Life Insurance, Health Insurance, Strategic Financial..., Variable Annuities, Fixed Annuities
Education
Mount St. Mary's University 1970 — 1972
Business
Delone Catholic High School
The American College
AAA Life Insurance Company July 2013 - Present
Knights of Columbus Insurance December 2009 - May 2013
First National Bank of Chester County March 2004 - 2008
BAR Financial, LLC January 1998 - March 2004
John Hancock Financial Services 1992 - 1993
Skills
Retirement, Insurance, Life Insurance, Long Term Care Insurance, Wealth Management, Employee Benefits, Financial Services, IRAs, Long-term Care, Disability Insurance, Retirement Planning, Roth IRA, Estate Planning, Whole Life, Term Life Insurance, Sales, Wealth Accumulation, Investments, Financial Planners, Universal Life, Underwriting, Key Person Insurance, Financial Advisory, Series 7, 401k Rollovers, Permanent Life Insurance, Health Insurance, Strategic Financial..., Variable Annuities, Fixed Annuities
Education
Mount St. Mary's University 1970 — 1972
Business
Delone Catholic High School
The American College
Jeff Fratz's BAR Financial, LLC Experience May 2003 - Present
Job Regional Compliance Supervisor at BAR Financial, LLC and Cetera Advisor Networks
Industry Financial Services
Experience
BAR Financial, LLC May 2003 - Present
Cetera Advisor Networks LLC May 2003 - Present
T.H.E. Financial Group October 2001 - May 2003
The First National Bank of Greencastle November 1995 - October 2001
Copeland May 1993 - November 1995
Holzshu-Welch Agency October 1987 - May 1993
Prudential Insurance April 1984 - October 1987
Garrett County Government September 1977 - April 1984
Skills
Securities, Financial Advisory, FINRA, Series 7, Retirement Planning, Wealth Management, Retirement, Series 24, Investments, Auditing, Series 63, Insurance, Mutual Funds, Investment Advisory, Uniform Combined State..., Financial Services
Education
Garrett College 1974 — 1975
Business
Frostburg State University
Emergency Medicine
Maryland Fire & Rescue Institute
Paramedics
The American College
Financial Planning
BAR Financial, LLC May 2003 - Present
Cetera Advisor Networks LLC May 2003 - Present
T.H.E. Financial Group October 2001 - May 2003
The First National Bank of Greencastle November 1995 - October 2001
Copeland May 1993 - November 1995
Holzshu-Welch Agency October 1987 - May 1993
Prudential Insurance April 1984 - October 1987
Garrett County Government September 1977 - April 1984
Skills
Securities, Financial Advisory, FINRA, Series 7, Retirement Planning, Wealth Management, Retirement, Series 24, Investments, Auditing, Series 63, Insurance, Mutual Funds, Investment Advisory, Uniform Combined State..., Financial Services
Education
Garrett College 1974 — 1975
Business
Frostburg State University
Emergency Medicine
Maryland Fire & Rescue Institute
Paramedics
The American College
Financial Planning
Serena Roybal's BAR Financial, LLC Experience December 1998 - Present
Job Regional Director, Cetera Advisor Networks LLC/Vice President, BAR Financial, LLC
Industry Financial Services
Experience
Cetera Advisor Networks, LLC January 2013 - Present
BAR Financial, LLC December 1998 - Present
Cetera Advisor Networks, LLC 1998 - Present
Education
The University of New Mexico 1993 — 1999
PhD, English Literature
The University of New Mexico 1990 — 1992
MA, Comparative Literature
Trinity University 1986 — 1990
BA, English/Spanish
Cetera Advisor Networks, LLC January 2013 - Present
BAR Financial, LLC December 1998 - Present
Cetera Advisor Networks, LLC 1998 - Present
Education
The University of New Mexico 1993 — 1999
PhD, English Literature
The University of New Mexico 1990 — 1992
MA, Comparative Literature
Trinity University 1986 — 1990
BA, English/Spanish
Adam Tarantino's BAR Financial, LLC Experience May 2011 - Present
Job OSJ Manager at BAR Financial, LLC
Industry Financial Services
Experience
BAR Financial, LLC May 2011 - Present
Cetera Advisor Networks, LLC March 2007 - Present
Education
Messiah College 2001 — 2005
BA, History
BAR Financial, LLC May 2011 - Present
Cetera Advisor Networks, LLC March 2007 - Present
Education
Messiah College 2001 — 2005
BA, History