BB
BB

Barry Daniel Bayles

7 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,302,710 clients
Average Client Portfolio
$213.393 average
Assets Under Management
$278.0M

Fee Structure

Financial Planning:Investment management only
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Location

Owatonna, MN

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Barry is a sole proprietor of Financial Freedom Partners LLC, selling insurance and annuities, dedicating nearly full-time hours to this activity. He also prepares tax forms for individuals and small businesses, spending about half his time on this from February through April.

Employment History
Current Registrations
Horter Investment Management, LLC
June 2018 - Present · 7 yrs 8 mos
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.
Barry Daniel Bayles - Financial Advisor | TrueAdvisor