Barrett Wealth Connection LLC
Barrett Wealth Connection LLC (CRD# 161020) is a financial advisory firm headquartered in Spring Grove, IL. They manage $123,390,477 in 381 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management123MILLION
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Total Number of Accounts381ACCOUNTS
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Average Account Value$323,860
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CO, IL, WI
Amy Barrett (CRD# 1459516) is an Investment Advisor Representative working at Barrett Wealth Connection LLC in Spring Grove, IL and has 30+ years of experience in the finance industry. Amy 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Victoria Dorgan (CRD# 4320867) is an Investment Advisor Representative working at Barrett Wealth Connection LLC in Spring Grove, IL and has over 17 years of experience in the finance industry.