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Amy Lisa Barrett

BARRETT WEALTH CONNECTION LLC·SPRING GROVE, Illinois
Clean recordBARRETT WEALTH CONNECTION LLC
2002 HOLIAN DRIVE, SUITE 104, SPRING GROVE, IL 60081CRD# 1459516Firm CRD# 161020

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amy Lisa Barrett · SPRING GROVE, IL
Registration
CRD #1459516 · BARRETT WEALTH CONNECTION LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Amy Lisa Barrett is a registered financial advisor based in SPRING GROVE, Illinois, affiliated with BARRETT WEALTH CONNECTION LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
BARRETT WEALTH CONNECTION LLC
BARRETT WEALTH CONNECTION LLC
AUM
$124M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BARRETT WEALTH CONNECTION LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1459516
Firm CRD# 161020
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amy Lisa Barrett offer?
Amy Lisa Barrett specializes in Financial Planning, Investment Management. Contact their office in SPRING GROVE, Illinois for a consultation.
What are Amy Lisa Barrett's credentials?
Amy Lisa Barrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Lisa Barrett located?
Amy Lisa Barrett is based in SPRING GROVE, Illinois, working with BARRETT WEALTH CONNECTION LLC. Their office serves clients in the SPRING GROVE metropolitan area and surrounding communities.
How does Amy Lisa Barrett charge for services?
Amy Lisa Barrett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARRETT WEALTH CONNECTION LLC?
BARRETT WEALTH CONNECTION LLC has approximately 2 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)WHEATON (68)SPRINGFIELD (68)OAKBROOK TERRACE (66)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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