Barbara Tweedy has been an investment adviser representative at Tandem Investment Partners since September 2014, and is not listed among the firm’s executive officers or direct owners. Barbara Tweedy studied at the University of Phoenix.
Tandem Investment Partners, LLC is a Bordentown, NJ firm with $200M under management, 192 clients and 4 advisers across 3 offices, as of its February 2026 filing.
Barbara Tweedy is Wealth Manager of Tandem Investment Partners. She has over 25 years of investment management experience and provides investment consulting services to ERISA and non-ERISA retirement savings plans for hospitals, governmental agencies and private employers. Before her career in financial services, she held senior management positions in the hospital and health care industry.
Barbara Tweedy’s longest registration is the current one, 12 years at Tandem Investment Partners since 2014. Before joining Tandem Investment Partners in 2014, Barbara Tweedy was registered through Tandem Wealth Advisors and Saffer Wealth Strategies.
- – present · 12 yearsPrescott, AZ · Adviser representative · Firm CRD 172309
- Tandem Wealth Advisors– · 1 yearPhoenix, AZ · Adviser representative · Firm CRD 157794
- Saffer Wealth Strategies– · 3 yearsPhoenix, AZ · Adviser representative · Firm CRD 114028
Investment adviser representative registrations
Barbara Tweedy is registered as an investment adviser representative in Arizona, since September 2014.
- ArizonaSince 12 September 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 August 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 January 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 July 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Barbara Jean Tweedy
- CRD
- 2618152
- Firm
- Tandem Investment Partners · CRD 172309
- Office
- Prescott, AZ
- Registration
- Investment adviser registration
- In the industry since
- November 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tandeminvestment.com
Where does Barbara Tweedy work?
Barbara Tweedy is an investment adviser representative registered through Tandem Investment Partners, LLC since September 2014, and is not listed among the firm’s executive officers or direct owners.
Is Barbara Tweedy a financial advisor?
Yes. Barbara Tweedy has a current investment-adviser registration in Arizona, through Tandem Investment Partners since September 2014.
How many years of experience does Barbara Tweedy have?
Barbara Tweedy has 16 years in the financial industry, since November 2009, across 3 adviser firms.
What exams has Barbara Tweedy passed?
Barbara Tweedy has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in July 1995.
Where did Barbara Tweedy work before Tandem Investment Partners?
Before Tandem Investment Partners, Barbara Tweedy was registered through Saffer Wealth Strategies, October 2009 to January 2013.
Where is Barbara Tweedy based?
Barbara Tweedy’s registered office is in Prescott, AZ.
Is Barbara Tweedy registered with FINRA?
No. Barbara Tweedy has no current broker registration.
How can I verify Barbara Tweedy’s record?
Search CRD 2618152 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Barbara Tweedy’s full registration record.
