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Barbara Anne Healy

Wealthspire Retirement Advisory

Scottsdale, AZ

Aliso Viejo, CA

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
AZ RA APPROVED 2017-01-04
  • CA RA
    APPROVED
    Since 2025-01-01
  • AZ RA
    APPROVED
    Since 2017-01-04

Branch Locations

Scottsdale, AZ • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sst Benefits Consulting & Insurance Services, Inc. El Dorado Hills CA 06/2007 Present
Nfp Retirement, Inc. Aliso Viejo CA 08/2016 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 06/2007 → Present
    Sst Benefits Consulting & Insurance Services, Inc.
    El Dorado Hills, CA
  • 08/2016 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
  • 2012-10-12 → 2015-12-09
    Trustage Investment Management
    Madison, WI
  • 2008-09-15 → 2015-01-09
    Cuna Brokerage Services, Inc.
    Waverly, IA
    Fort Worth, TX
    Madison, WI
  • 2006-07-28 → 2008-08-15
    Qa3 Financial Llc
    Chandler, AZ
    Omaha, NE
  • 2005-12-19 → 2006-05-31
    Cuna Brokerage Services, Inc.
    Scottsdale, AZ
    Santa Ana, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-15
S63 Uniform Securities Agent State Law Examination 1980-11-13
  • S66 Uniform Combined State Law Examination
    2005-12-15
  • S63 Uniform Securities Agent State Law Examination
    1980-11-13
Designations
Other Names
  • Barbara Anne Angst
  • Barbara Anne Angst

View on SEC IAPD

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