Victoria Dorgan
Barrett Wealth Connection · Spring Grove, Illinois
Victoria Dorgan is a fee-only financial advisor at Barrett Wealth Connection in Spring Grove, Illinois, who holds the CFP and CFA credentials. Victoria charges hourly fees.
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Who they serve
- Divorced individuals
Facts
| Firm | Barrett Wealth Connection |
|---|---|
| Based in | Spring Grove, Illinois |
| Fee model | Hourly |
| Assets under management | $148.0M across 419 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in IL, TX · CRD 4320867 |
| Exams passed | Series 63 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bwconnect.co |
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Questions about Victoria
Is Victoria Dorgan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Victoria holds no broker registration, and Barrett Wealth Connection reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Victoria charge for financial advice?
Victoria charges hourly fees.
Where is Victoria Dorgan based?
Victoria Dorgan is based in Spring Grove, Illinois.
What credentials does Victoria Dorgan hold?
Victoria Dorgan holds the CFP and CFA credentials.
Is Victoria Dorgan registered with the SEC?
Yes. Victoria Dorgan is registered as an investment adviser representative in IL and TX (CRD 4320867), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Barrett Wealth Connection manage?
Barrett Wealth Connection reports $148.0M across 419 accounts in assets under management.
How do I contact Victoria Dorgan?
Through Victoria's website, www.bwconnect.co.
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
- Barrett Wealth Connection website : specialties, clients served, and fees, checked October 30, 2026
- 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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