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
| Title | Managing Member/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2012 |