Barrett Wealth Connection LLC

Barrett Wealth Connection LLC (CRD# 161020) is a financial advisory firm headquartered in Spring Grove, IL. They manage $54,255,115 in 206 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2002 Holian Drive, Suite 104, Spring Grove, IL 60081
http://www.barrettwealthconnection.com
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $263,374
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, WI

Financial Advisors at Barrett Wealth Connection LLC
Showing 1 - 3 of 3 top financial advisors.
1
Amy Barrett, financial advisor Spring Grove IL
Amy L. Barrett
CRD#: 1459516
2002 Holian Drive, Suite 104, Spring Grove, IL 60081
97
Wealthminder
score

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.

2
Victoria Dorgan, financial advisor Spring Grove IL
Victoria J. Dorgan
CRD#: 4320867
2002 Holian Drive, Suite 104, Spring Grove, IL 60081
96
Wealthminder
score

Victoria Dorgan (CRD# 4320867) is an Investment Advisor Representative working at Barrett Wealth Connection LLC in Spring Grove, IL and has over 11 years of experience in the finance industry. Victoria Dorgan 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 put clients' interests first and comply with the Financial Planning Practice Standards.

3
Stephen Trojan, financial advisor Spring Grove IL
Stephen M. Trojan
CRD#: 5048379
2002 Holian Drive, Suite 104, Spring Grove, IL 60081
93
Wealthminder
score

Stephen Trojan (CRD# 5048379) is an Investment Advisor Representative working at Barrett Wealth Connection LLC in Spring Grove, IL and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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