Amy Barrett, financial advisor Spring Grove IL

Amy Barrett

CRD Number: 1459516
Current Firm: Barrett Wealth Connection LLC

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.

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Professional Designations
Company Name Location Dates Years
Barrett Wealth Connection Spring Grove, IL Jan 2012 - Current 12

Amy Barrett has no recent exams reported.
Contact Info for Amy L. Barrett
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    381
    ACCOUNTS
  • Average Account Value
    $323,860
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CO, IL, WI

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