Andrew Houston Barton
Investment adviser representative at Boldin Advisors
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Andrew Houston Barton? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Boldin AdvisorsDec 2025 to now
- Newretirement Advisors LLC d/b/a Boldin AdvisorsApr 2025 to now
- Peak Retirement Planning, Inc.Jan 2025 to Apr 2025
- FacetJul 2018 to Jan 2025
- Meeder Investment Management, Inc.Apr 2017 to Jul 2018
- Libertas Wealth Management Group, Inc.Feb 2014 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Boldin Advisors
Legal name: Newretirement Advisors, LLC
$0Assets managed
821Clients
13Advisers
1 yearIn 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
- 5821594
- Firm CRD
- 294881