Barbara Gulin
Barbara Gulin is a registered investment advisor at Bg Wealth Advisory, LLC, based in Mission, KS, with 7 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BG Wealth Advisory does not directly manage client assets. Instead, BG Wealth refers clients to Gradient Investments, LLC (GI), a third-party money manager. GI offers various actively managed programs, including strategic, tactical, allocation & defined outcome, and preservation portfolios. The annual fee for these services is a percentage of the assets managed by GI and is negotiable. BG Wealth receives a portion of the fee from GI. For Client Directed Accounts, GI charges a flat annual fee of $300.
Location
5700 Broadmoor, Suite 500, Mission, KS, 66202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Barbara is a Managing Member and Insurance Agent at BG Wealth Management, LLC, offering insurance services and product sales since 2019. This activity takes up nearly half of Barbara's time.
Employment History
Current Registrations
Bg Wealth Advisory, LLC
State Registrations6 states
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