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Wayne Fredrick Barben

Investment adviser representative at Squire Wealth Advisors
29 yearsExperience
1 stateRegistered in
PFSDesignation
$586.7MFirm 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
  • Pension consulting

Experience

29 years in the industry.

  1. Squire Wealth AdvisorsFeb 2005 to now
  2. Squire Investment Management Company, LLCJul 2004 to now
  3. Squire & Company PcJun 1997 to now

Designations

  • PFS

Exams passed

  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 1 state (UT).

Squire Wealth Advisors

Legal name: Squire Investment Management Company, LLC

$586.7MAssets managed
587Clients
12Advisers
13 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
4896531
Firm CRD
117750
Advisor's SEC record (opens in a new tab)
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