Barton Wall Weisenfluh
Investment adviser representative at Kelleher Financial Advisors, LLC
11 yearsExperience
13 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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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
Experience
11 years in the industry.
- Kelleher Financial Advisors, LLCOct 2017 to now
- Wall Street Access Asset ManagementOct 2017 to now
- Hartland & CoJan 2015 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 13 states (CA, CO, FL, MA, MD, ME, MT, NH, NJ, NY, TX, VT, WA).
Kelleher Financial Advisors, LLC
$1.2BAssets managed
284Clients
3Advisers
23 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
- 2736882
- Firm CRD
- 126021