Brian
Barrett

Northrock Partners, LLC

CRD#6287392
Investment Advisor
in Minneapolis, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brian Barrett is a certified financial planner working in Minneapolis, Minnesota, who has 4 years of relevant experience. Barrett currently works for Northrock Partners, LLC. During their career, the advisor has held roles at Ing Financial Partners, Inc, Litwitz & Associates, Cpa, Ameriprise Financial Services, Inc, Depaul University and Northrock Partners. Barrett has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Northrock Partners, LLC is an advisory business based out of Minneapolis, MN. It has offices in four locations and a total of 131 people on staff. It administers $4 billion in total assets across its 9,273 client accounts, placing it among the largest firms in the country by assets under management. The firm advises nine charities and foundations. Of its 9,273 customer accounts, 56% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees usually are based on which services the firm provides the client. However, fees charged by Northrock Partners, LLC can consist of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

225 South Sixth Street Suite 1400
Minneapolis, MN 55402

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Northrock Partners, LLC Brokerage Details

Total Assets Under Management

$4,191,905,300

MN Average: $5,289,111,388
Total Number of Employees

131

MN Average: 157
Total Number of Accounts

9,273

MN Average: 8,262
Average Account Size

$452,055

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brian Barrett Work History

Brian has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Northrock Partners

2015 - 2019 (4 years)

Ameriprise Financial Services, Inc

2014 - 2015 (1 year)

Ing Financial Partners, Inc

2013 - 2015 (2 years)

Litwitz & Associates, Cpa

2012 - 2015 (3 years)

Depaul University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Barrett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northrock Partners, LLC

Rachel Smith
Appleton, WI
Dylan Seubert
Minneapolis, MN
Paul Hill
Minneapolis, MN
Jason Mahn
Appleton, WI
Brian Barrett
Minneapolis, MN
Joy Wink
Minneapolis, MN
Brian Kruse
Minneapolis, MN
Elliot Risbrudt
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started