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Barbara H
Series 63, Series 65
Grand Junction, CO
Wealth Management
Barbara Harmon is a financial advisor at Wealth Management with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wealth Management, LLC since 2014. In addition to her advisory role, she owns Taxnator LLC, a tax preparation and accounting services business. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management and fiduciary services with a focus on broadly diversified, passively managed portfolios and cost minimization.
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