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Advisor

Barry Denny

Denny, Barry T. · Lake Mills, Wisconsin

Barry Denny is a fee-only financial advisor at Denny, Barry T. in Lake Mills, Wisconsin. Denny, Barry T. reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmDenny, Barry T.
Based in Lake Mills, Wisconsin
Fee model (firm's Form ADV)Percentage of assets
Assets under management$10.8M across 25 accounts
SEC registration Investment adviser representative in WI · CRD 3183586
Exams passedSeries 63 (1999)
Firm size1 employee
Disclosures None reported

How Barry's firm compares

  • Denny, Barry T.'s average account is about $431,000, from its Form ADV (assets managed divided by 25 accounts).

What fee-only advisors charge in Wisconsin

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Questions about Barry

Is Barry Denny a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Barry holds no broker registration, and Denny, Barry T. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Barry charge for financial advice?

Barry's firm, Denny, Barry T., reports charging a percentage of assets on its SEC Form ADV.

Where is Barry Denny based?

Barry Denny is based in Lake Mills, Wisconsin.

Is Barry Denny registered with the SEC?

Yes. Barry Denny is registered as an investment adviser representative in WI (CRD 3183586), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Denny, Barry T. manage?

Denny, Barry T. reports $10.8M across 25 accounts in assets under management.

How do I contact Barry Denny?

Contact details aren't on file yet. Search for Denny, Barry T..

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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