Laura Barnett Lion
CFP®Professional Summary
Laura Barnett Lion, CFP®, who also goes by Laura Frances Barnett, Laura Barnett, Laura Frances Varvel, was a registered financial advisor. Laura was a previously registered financial professional and started their career in finance 1992 - 2025. Laura had worked at 3 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Education Funding
- Investment Management
- Retirement Planning
- Estate & Legacy Planning
Biography
Prior to founding Barnett Financial, Laura was a Financial Consultant at Merrill Lynch. There she earned the designation of Certified Financial Manager through the Donald T. Regan School of Advanced Financial Management. Laura also holds a BS in Economics from Texas A&M University.
Other Aliases
Laura Frances Barnett, Laura Barnett, Laura Frances Varvel
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
34 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
LEGACY AT TMG (FAMILY OFFICE) | THE MATHER GROUP, LLC | THE MATHER GROUP, INC.
Contact Information
Main Address
353 N. Clark Street Suite 2775, Chicago, IL 60654Phone Number
(888) 537-1080# of Employees
186SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
15,200AUM (Assets Under Management)
$13,446,388,872Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/23/2026 | Cover Page | Report |
| 04/25/2025 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
LEGACY AT TMG (FAMILY OFFICE) | THE MATHER GROUP, LLC | THE MATHER GROUP, INC.
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Laura
- Financial Planning
- Education Funding
- Investment Management
- Retirement Planning
- Estate & Legacy Planning
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