Amy Lisa Barrett

Employer firm

Barrett Wealth Connection LLC CRD 161020

$148M regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → Present
  Barrett Wealth Connection
  Spring Grove, IL

Previous Registrations

• 2009-11-16 → 2012-01-26
  Voyager Capital Management, Llc
  Lake Geneva, WI
• 2008-01-11 → 2009-11-11
  Savant Wealth Management
  Rockford, IL

Other Businesses

1) Congregation Am Echod: Investment Related. Highland Park, IL. 2/12/2012 to present: Volunteer and Pro-bono Investment Manager. 1 hour per month 2) Illinois and Dressage Combined Training Association: Lake Geneva, WI. Non-Investment Related. 1/1/2021 to present. Volunteer and Board Member. 2 hours per month 3) Mill Creek Hunt: Mill Creek, IL. Non-investment related. 7/1/2022 to present. Volunteer. 1 hour per month 4) BWC Properties LLC, Owner, Since 02/2026; Non-Investment Related; same address as RIA; Holding company for commercial real estate; one hour/month with one hour/month during trading hours

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Amy Lisa Barrett
• Amy Lisa Katz