Lanark Financial
47yrs
Top advisor by experience in Dubuque
4yrs
Barbara Barton
Financial advisor at Wells Fargo Advisors
Based in Dubuque, Iowa, Barbara Barton is a fiduciary financial advisor with 4 years of industry experience. Barbara has been with Wells Fargo Advisors since 2023. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 170 advisors with offices in Dubuque, and one of 151 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office4991 Radford Ct, Dubuque, IA 52002
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
Contact Barbara
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Barbara. 4991 Radford CtDubuque, IA 52002Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Barbara
Tailored to Barbara’s registration and firm.
- 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
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About Barbara
How do I contact Barbara?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Barbara Barton. Barbara works from the Dubuque, IA office.
How long has Barbara been a financial advisor?
Barbara has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Barbara hold?
Series 66. Tap any license on this page to see what it allows.
Is Barbara a fiduciary?
Barbara is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Barbara paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Barbara 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.
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