Amy Lisa Barrett
Investment adviser representative at Barrett Wealth Connection LLC
14 yearsExperience
3 statesRegistered in
CFA, CFP® certificationDesignations
$148MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Barrett Wealth Connection LLCJan 2012 to now
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CO, IL, TX).
Barrett Wealth Connection LLC
$148MAssets managed
177Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1459516
- Firm CRD
- 161020