Barbara Ann Harmon
Investment adviser representative at Wealth Management
23 yearsExperience
2 statesRegistered in
$3.7BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Wealth ManagementJun 2016 to now
- Wealth Managment, LLCAug 2014 to now
- Dlhf Investments LLCApr 2001 to now
- Accounting Freedom LtdMar 2014 to Mar 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CO, WI).
Wealth Management
Legal name: Wealth Management Nebraska LLC
$3.7BAssets managed
4,751Clients
47Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2268135
- Firm CRD
- 137080