Brett Barnett in

Brett Barnett

Questioner · DISC type c
Financial Advisor at Affinity Wealth Partners
📍 Springfield, Missouri, United States

Brett Barnett is a Financial Advisor at Affinity Wealth Partners, where his stated primary goal is to provide an unparalleled client experience. A graduate of Missouri State University with a B.S. in Finance, he holds Series 7, 66, and 9/10 licenses to serve his clients needs.

Originally from Springfield, Brett is a family-oriented man who enjoys spending time with his wife, Mary, and their daughter, Eliana. His personal interests include traveling, cruising, and outdoor activities like cycling and participating in triathlons.

He has a passion for a wide range of outdoor activities, including both cycling and triathlons.

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Experience
12 Years
Current Role
Financial Advisor
Location
Springfield, Missouri, United States
Personality Overview

How Brett shows up

Value Seeker
Not Easily Convinced
Price-Sensitive

It is quite likely of them to ask for pricing or other concessions. They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Brett cares about

Client Experience
His professional biography states his primary career goal is to ensure every client has the best possible experience and is served at the highest level.
Retirement Planning
Frequently posts about the importance of building a retirement plan and encourages prospective clients to assess where they stand financially.
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Career

Work history

10-2021
Financial Advisor
Affinity Wealth Partners
8-2016 - 9-2021
Assistant Operations Manager - Gateway Region
Wells Fargo Advisors
8-2013 - 8-2016
Client Service Associate
Heim, Young, and Associates
8-2013 - 7-2016
Operations
Heim, Young, and Associates
In the press

Media appearances

Brett Barnett | Affinity Wealth Partners. Featured in Affinity Wealth Partners (official website)
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Education
2009 - 2013
B.S. in Finance
Missouri State University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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