Connor J Barbella-roesler
Investment adviser representative at Kintra Wealth, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm 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
16 years in the industry.
- Kintra Wealth, LLCApr 2026 to now
- Commonwealth Financial NetworkJun 2021 to Apr 2026
- Tupler FinancialJun 2021 to Apr 2026
- UnemployedJan 2021 to Jun 2021
- CvsAug 2016 to Jan 2021
- StudentJan 2010 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Kintra Wealth, LLC
$1.5BAssets managed
2,914Clients
39Advisers
7 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
- 7405629
- Firm CRD
- 299407