Dani Barron, financial advisor Northfield IL

Dani Barron

CRD Number: 5274828
Current Firm: The Planning Group

Dani Barron (CRD# 5274828) is an Investment Advisor Representative working at The Planning Group in Northfield, IL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Tpg Advisors LLC Northfield, IL Sep 2018 - Current 5
Barron Wealth Management Northfield, IL Jun 2016 - Current 7
Cambridge Investment Research, Inc. Fairfield, IA Aug 2009 - Dec 2018 9
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2009 - Dec 2018 9
The Planning Group, Inc. Northfield, IL Jan 2007 - Jun 2016 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2009
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Dani G. Barron
Phone Number: 847-441-9400
Registered State(s):
  • AZ
  • FL
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    199
    MILLIONS
  • Total Number of Accounts
    608
    ACCOUNTS
  • Average Account Value
    $326,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, FL, IL, TX

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