Stephen Barrett, financial advisor Lafayette IN

Stephen Barrett

CRD Number: 2322637
Current Firm: Strategiq Financial Group, LLC

Stephen Barrett (CRD# 2322637) is an Investment Advisor Representative working at Strategiq Financial Group, LLC in Lafayette, IN and has over 27 years of experience in the finance industry. Stephen Barrett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Joshua Loggins, financial advisor Lafayette IN
Joshua M. Loggins
CRD# 5274836
Prudential Financial Planning Services
Similar Advisors
Amanda Barthelemy, financial advisor Lafayette IN
Amanda S. Barthelemy
CRD# 5055988
Advice And Planning Services
Similar Advisors
Mark Dahlenburg, financial advisor Lafayette IN
Mark S. Dahlenburg
CRD# 2099384
Financial Planning Consultants, Inc.
Professional Designations
Company Name Location Dates Years
Strategic Financial Group, LLC Merrillville, IN Aug 2007 - Current 12
Sii Investments Inc. Lafayette, IN Oct 2007 - Dec 2016 9
Lafayette Catholic Schools Layfayette, IN Sep 2005 - Dec 2013 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
Contact Info for Stephen J. Barrett
Phone Number: 219-736-8902
Firm Website:
Registered State(s):
  • IL
  • IN
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Stephen Barrett and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.