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Amy Lisa Barrett

Managing Member/Chief Compliance OfficerBarrett Wealth Connection LLCCRD 1459516

About Amy Lisa Barrett

Amy Lisa Barrett is listed as Managing Member/Chief Compliance Officer at Barrett Wealth Connection LLC in Spring Grove, IL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Barrett Wealth Connection LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Amy Lisa Barrett work?

Amy Lisa Barrett is listed as Managing Member/Chief Compliance Officer at Barrett Wealth Connection LLC on SEC Form ADV.

How much of Barrett Wealth Connection LLC does Amy Lisa Barrett own?

Form ADV reports a beneficial ownership band of Over 75%.

Barrett Wealth Connection LLC

TitleManaging Member/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2012
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