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Brian Robert Barrett

Northrock Partners, LLC

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About Brian Robert Barrett

Brian Barrett is a financial advisor with over 7 years of experience in the industry. Brian is a Certified Financial Planner and is registered to provide investment advice in California, Illinois, Minnesota, North Carolina and Wisconsin. Brian currently works at Northrock Partners, LLC in Minneapolis, Minnesota and is a registered representative with the firm. Before working at Northrock Partners, Brian was a financial advisor with Ameriprise Financial Services, Inc. in Barrington, Illinois. Brian holds a Series 66, SIE and Series 7 licenses. Brian specializes in helping high-net-worth individuals, corporations, and charitable organizations with their financial planning needs.

Firm Information

Brian Barrett is currently registered with Northrock Partners, LLC. Northrock Partners, LLC is an investment advisor with approximately $1 billion to $10 billion in assets under management. The firm offers financial planning, consulting, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and other investment advisors. Northrock Partners is headquartered in Minneapolis, MN.
Northrock Partners, LLC

225 SOUTH SIXTH STREET

MINNEAPOLIS, MN 55402

$5.80B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Barrett’s Registration & Firm History

MN

02/08/2024 - Present

Northrock Partners, LLC (MINNEAPOLIS MN)

IL

05/23/2017 - 08/13/2019

AMERIPRISE FINANCIAL SERVICES, INC. (BARRINGTON IL)

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Licenses & Designations

BOTH

Issued 12/21/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Robert Barrett.
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