Investment adviser representative · Barrett Wealth Connection LLC
Victoria J. Dorgan
CRD 4320867 · Spring Grove, IL
At a glance
Victoria J. Dorgan is an investment adviser representative with Barrett Wealth Connection LLC in Spring Grove, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Victoria’s SEC record dates to 2010, about 16 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Barrett Wealth Connection LLCSince June 2017Spring Grove, IL · $148M in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Victoria’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Barrett Wealth Connection LLC
- Amy L. BarrettSpring Grove · Certified Financial Planner, Chartered Financial Analyst
- Rachel A. BarrettGolden
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