Caden Chance Barnard
Investment adviser representative at Engage Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
$112.1MFirm assets
Under 1 yearFirm in business
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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
13 years in the industry.
- Engage Wealth Advisors, LLCJun 2024 to now
- Commerce BankMay 2023 to Aug 2023
- Kansas State UniversityAug 2020 to May 2024
- N/aSep 2013 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (KS).
Engage Wealth Advisors, LLC
$112.1MAssets managed
281Clients
3Advisers
Under 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
- 7944640
- Firm CRD
- 289996