Based in Park City, Utah, Robert Barnard is a fiduciary financial advisor with 43 years of industry experience. Robert joined Wells Fargo Advisors in 2003, after a year at Prudential Equity Group. Robert holds the CFP® designation.
One of 100 advisors with offices in Park City, and one of 97 fiduciaries.
At a glance
Services through Wells Fargo Advisors
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2003 – nowWells Fargo Clearing Services, LLCCurrent firm
- Jan 2002 – Jul 2003Prudential Equity Group, LLCPreviously
Contact Robert
Local office(435) 940-6900Ask for Robert. (314) 875-3000Main office · St. Louis, MO 1441 W Ute Blvd Suite 380Park City, UT 84098Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Robert
How do I contact Robert?
Call Robert’s local office at (435) 940-6900 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Robert Barnard.
How long has Robert been a financial advisor?
Robert has been in the industry since 1983, about 43 years. Top 1% by experience in Utah.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.