Barrett Wealth Connection LLC

Barrett Wealth Connection LLC (CRD# 161020) is a financial advisory firm headquartered in Spring Grove, IL. They manage $25,955,394 in 127 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.bwconnect.co
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $204,373
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
  • 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 - 1 of 1 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.

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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.

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