Barbara Ann Wright
Investment adviser representative at Van Strum & Towne Inc
26 yearsExperience
2 statesRegistered in
CFADesignation
$483MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Van Strum & Towne, Inc.Oct 2000 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Van Strum & Towne Inc
$483MAssets managed
101Clients
3Advisers
50 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
- 4329799
- Firm CRD
- 106228