Barbara
Healy
Nfp Retirement Inc
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About this Advisor
Barbara Healy is a financial advisor based in Scottsdale, Arizona, working with Nfp Retirement Inc. Barbara has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, Sst Benefits Consulting & Insurance Services, Inc, and Nfp Retirement. Barbara has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and California. Currently, Barbara is part of Nfp Retirement Inc, which operates out of Scottsdale, Arizona. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nfp Retirement Inc Brokerage Details
$96,454,495,427
219
5,514
$17,492,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Barbara Healy Work History
Nfp Retirement
Sst Benefits Consulting & Insurance Services, Inc
Cuna Mutual Group
Cuna Brokerage Services, Inc
Disclosures
Please visit the SEC profile of Barbara Healy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
