Brian BarrettCRD Number: 6287392
Current Firm: Northrock Partners, LLC
Brian Barrett (CRD# 6287392) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 3 years of experience in the finance industry.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Northrock Partners||Minneapolis, MN||Aug 2019 - Current||2|
|Ameriprise Financial Services, Inc.||Barrington, IL||Aug 2015 - Aug 2019||4|
|Depaul University||Chicago, IL||Sep 2012 - Dec 2015||3|
|Ing Financial Partners, Inc.||Cedar Rapids, IA||Apr 2014 - Aug 2015||1|
|Litwitz & Associates, Cpa||Lake Forest, IL||Feb 2013 - Aug 2015||2|
|Sears, Roebuck & Company||Vernon Hills, IL||Jan 2013 - Mar 2013||< 1|
|Ravinia Festival||Highland Park, IL||May 2012 - Sep 2012||< 1|
|Carmel Catholic High School||Mundelein, IL||Sep 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management3,266MILLIONS
Total Number of Accounts7,083ACCOUNTS
Average Account Value$461,074
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, ND, NH, NJ, NV, NY, OR, PA, SC, TN, TX, VA, WA, WI
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