John J. Barrett, Sr. CFP<sup>&reg;</sup> - Financial Advisor

John J. Barrett, Sr. CFP®

CLU®, ChFC®,

Northwestern Mutual Financial Network

330 E Kilbourn Ave Suite 950
Milwaukee, WI 53202-6630
(414) 203-6018


John Barrett is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Northwestern Mutual Financial Network in Milwaukee, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Other - CASL

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation


Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Bankruptcy, Business Taxes, Corporate Finance, Investment Management, Estate Planning, Limited Partnerships, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Real Estate, Job Loss, Minority Financing, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances


Helpful Financial Planning Resources