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Amy Lisa Barrett

BARRETT WEALTH CONNECTION LLC·SPRING GROVE, Illinois
Series 7Clean record18 years registeredBARRETT 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 · 18 years registered
Brand Profile
Not yet started
01

Career History

BARRETT WEALTH CONNECTION LLC
Mar 2012 – present
VOYAGER CAPITAL MANAGEMENT, LLC
Nov 2009 – Jan 2012
LAKE GENEVA, WI
SAVANT CAPITAL MANAGEMENT, INC.
Jan 2008 – Nov 2009
ROCKFORD, IL
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · January 11, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARRETT WEALTH CONNECTION LLC
CRD 161020 · SEC 801-130511
AUM
$124M
Regulatory assets under management
Employees
2
436 client accounts
Services offered by BARRETT WEALTH CONNECTION LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BARRETT WEALTH CONNECTION LLC →
Introduction

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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 (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)
City Guides
CHICAGO GuideNAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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