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Brett Barnett

12 Years of Experience
Springfield, MO
Broker

Brett Barnett is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Springfield, MO, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2664 E Kearney Street, Springfield, MO, 65803

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brett works as a Relationship Manager/Assistant Branch Manager at Affinity Wealth Partners, providing support to financial advisors and the Branch Manager. This takes about 10-20% of Brett's time, both during and outside of trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2021 - Present · 4 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2016 - October 2021 · 5 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2016 - October 2021 · 5 yrs 2 mos
Heim, Young & Associates, INC.Broker
March 2014 - August 2016 · 2 yrs 5 mos
State Registrations30 states
AKARAZCACOFLIAILINKSKYLAMDMNMOMSNCNMNVNYOHOKORPASCTXUTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.