Barbara Anne Healy

CFP

NFP Retirement INC.

19 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningInvestment ManagementBusiness OwnersFinancial Planning & Coaching

NFP Retirement INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

139 advisors

Number of Clients

6,585 clients

Average Client Portfolio

$17.9M average

Assets Under Management

$118.0B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

Scottsdale, AZ

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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.

Employment History

Current Registrations

Wealthspire Retirement Advisory

August 2016 - Present · 9 yrs 6 mos

Previous Registrations

Members Capital Advisors, INC.

October 2012 - December 2015 · 3 yrs 2 mos

CUNA Brokerage Services, INC.

September 2008 - January 2015 · 6 yrs 4 mos

Qa3 Financial LLC

July 2006 - August 2008 · 2 yrs 1 mo

CUNA Brokerage Services, INC.

December 2005 - May 2006 · 5 mos

State Registrations2 states

AZCA

Advisor

Exams

No exam information available for this advisor.