Parker D. Barnett

WEALTH FOR YOU FINANCIAL

Grand Blanc, MI 48439

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CRD#: 7238016

Professional summary

Parker Douglas Barnett is a registered financial advisor currently at WEALTH FOR YOU FINANCIAL, LLC located in Grand Blanc, Michigan.

Parker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Parker has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

1)Barnett Financial & Tax: Independent Insurance Agent: 06/2018: Investment Related: Appointment with various companies. 120 hr/mo trading 2)Parker Barnett Professional Building, LLC; Owner; Not investment related; 2442 E Maple Avenue Flint Michigan 48507; 11/13/2024; 5 Hours per month devoted to business outside trading hours; 5 Percentage of total yearly compensation expected to be derived from the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Parker Douglas Barnett's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 26, 2020 - Present

WEALTH FOR YOU FINANCIAL, LLC

Office #1: 8323 Office Park Dr, Grand Blanc, MI 48439

RIA

CRD#: 305627

Grand Blanc, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(3/26/2020)

IAR

North Carolina
(9/30/2025)

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

State Security Law Exam

IAR

Series 65

Date: 2/3/2020

Uniform Investment Adviser Law Examination

Current Firm

WEALTH FOR YOU FINANCIAL, LLC

CRD#: 305627 / SEC#:

Michigan

Registered Investment Advisory firm - (9/17/2019 Approved)

North Carolina

Registered Investment Advisory firm - (9/30/2025 Approved)

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Contact information

Main Address

8323 Office Park Dr, Grand Blanc, MI 48439

Mailing Address

Phone number

(810) 695-7510

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	589
AUM (Assets Under Management)	$ 53,208,748

Red Flags

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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Parker D. Barnett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Parker Douglas Barnett's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH FOR YOU FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/3/2020

Current Firm

WEALTH FOR YOU FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH FOR YOU FINANCIAL, LLC

TRUST BUT VERIFY

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