| Advisor Profile |
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Business Description |
| Bartlett Financial succeeds by helping clients take control of their own financial resources. We provide independent advice and counsel that helps you reduce taxes, educate your children, care for aging parents, and build wealth -- without selling, pressuring, collecting management fees, taking custody or discretion of your accounts, or collecting commissions. After your free initial consultation, you only pay for the advice you need. |
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General Information |
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| States Licensed in: |
Iowa (IA)
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| Years of Experience in Financial Services: |
2
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| Number of Years with Current Firm: |
2
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| Work Experience: |
Dr. Bartlett is an experienced investment portfolio manager and personal financial counselor. He holds an MBA in finance from the University of Iowa as well as a Ph.D. in engineering. His areas of expertise in personal financial planning include, goal setting, budgeting, market analytics and security selection, portfolio management, estate planning and retirement needs analysis.
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| I work with the following types of clients: |
Businesses, Investment Clubs, Non-Profit Organizations, Individual Investors
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Education |
| Academic Background |
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Master of Business Administration, Finance
Univ. of Iowa 2005
Doctor of Philosophy, Nuclear Engineering Univ. Tennessee at Knoxville 1990
Master of Engineering, Nuclear Engineering Rensselaer 1983
Bachelor of Science, Electrical Engineering Rensselaer 1981 |
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Bonds, Stocks, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Professional Engineer
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| Securities Licenses: |
Series 65
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| Non-Financial Organization Memberships: |
1. Better Business Bureau
2. Chamber of Commerce
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-only financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$0.00
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| Compensation Methods: |
Hourly
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| Prepared By: |
Eric Bartlett |
Frequently Asked Questions |
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