Barry Crist Email & Phone Number
Senior Financial Advisor
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Barry Crist Location
- West Des Moines, IA, US
Barry Crist Work
- Senior Financial Advisor @ Heartland Capital (May 2021 - Present)
- Senior Financial Advisor at International Assets Advisory and Legacy Park Advisors @ (September 2019 - May 2021)
- Senior Financial Advisor @ Concorde Investment Services (April 2018 - September 2019)
- Senior Financial Advisor @ Concorde Investment Services (March 2018 - September 2019)
- Financial Advisor @ (June 2015 - January 2018)
- Financial Advisor @ Financial Architects (September 2012 - May 2015)
- Financial Services Professional @ (October 2010 - March 2012)
Barry Crist Education
- University of Iowa
BBA (Business Administration and Management, General)
1963-1967
Barry Crist Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Financial Planners
- Accounting
- Fixed Annuities
- Insurance
- Retirement Planning
- Portfolio Management
- IRAs
- Investments
- Relationship Management
- Business Development
- Mortgage Lending
- Variable Annuities
- Financial Risk
- Finance
- 401k
- Strategic Planning
- Investment Advisory
- Asset Allocation
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Sales Management
- Underwriting
- Universal Life
- Uniform Combined State Law
- Strategic Financial Planning
- FINRA
- Business Planning
- Risk Management
- New Business Development
- Asset Management
- Credit
- Long Term Care
- Financial Analysis
- Disability Insurance
- Wealth
- Long Term Care Insurance
- Budgets
- Small Business
- Management
- Financial Reporting
- Project Management
- Term Life Insurance
- Health Insurance
- Retirement
- Loans
- Series 7
- Employee Benefits
- Securities
Barry Crist Summary
- Barry Crist, based in West Des Moines, IA, US, is currently a Senior Financial Advisor at Heartland Capital. Barry Crist brings experience from previous roles at International Assets Advisory, Concorde Investment Services and Berthel Fisher & Company Financial Services, Inc.. Barry Crist holds a 1963 - 1967 BBA in Business Administration and Management, General @ University of Iowa. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Financial Planners and more. Barry Crist has 3 emails and 1 mobile phone numbers on RocketReach.
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