Patrick J Barrett, CPA, CLU®, ChFC®, MBA

Financial Advisor

Patrick J Barrett

Office: 651-426-8499

519 Maple St
Mahtomedi, MN 55115-1934

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Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

 

How can a Financial
Advisor help you?

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Northwestern Mutual Named #1

FORTUNE® magazine named Northwestern Mutual the “World’s Most Admired Company” in the life insurance industry.

See why we’re ranked #1 in the world.

2010 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients who talk about the steps they’ve taken with the help of their financial representatives to achieve a financially secure future.

View Interactive Annual Report

Steve Forbes and John Schlifske on “The New Normal and Post-Recession Trends”

Northwestern Mutual hosted a speaker series with Steve Forbes and Northwestern Mutual chairman and CEO John Schlifske. The three day tour included panel discussions in Louisville, Cleveland, Indianapolis, Kansas City, Houston and Dallas, and saw nearly 4,000 attendees in total. In each city, Steve and John discussed the economy, the markets and how individuals and business owners can rebuild their financial foundation.

Watch video for more

Providing Help and Hope

Red CrossThe Northwestern Mutual Foundation is donating $100,000 to help the American Red Cross provide essential support for millions of Pakistanis who lack sufficient food, water and shelter as a result of recent devastating floods.

Learn More

Research Reveals “Financial Realities” for Americans Today

Following the global financial crisis, Americans have embraced a distinctly more conservative approach to their finances, and widened the timeframes in which they expect to achieve financial goals, according to research by Northwestern Mutual.

Financial Realities Study: Changing Timeframes

Northwestern Mutual Named a Best Internship for 2009

Bloomberg BusinessWeek’s list of the Best Internships ranks Northwestern Mutual’s financial representative internship program 1st in the insurance industry and 23rd overall.

Click here to read more

For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly.

You’ve likely saved some money, bought some life insurance and maybe even invested in the market, but have you really taken the time to look at your current financial situation in totality. More importantly, have you taken the time to ensure your financial future will be more secure?
 
That’s where I come in. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your insurance and investment needs, and provide comprehensive solutions for achieving a financially secure future.

Expert Guidance and Innovative Solutions

As a member of the Northwestern Mutual Financial Network, I have access to some of the most specialized financial expertise in the country. I am also able to provide you with high quality risk management and investment solutions from a wide variety of organizations.
 
Helping my clients to achieve financial security with an appropriate mix of expert guidance and innovative product solutions is a very personal matter. My commitment to you is to call on the full capabilities of the network, drawing upon my own skills and the expertise of qualified specialists to help you meet your personal financial and business goals.
 
Along the way, my hope is that we establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.  

My Mission

My mission is to help you achieve financial security for your family or business. I will work with you to help identify your financial goals, and suggest a strategy to help you reach those goals.  I can help you implement the plan through products and services of Northwestern Mutual and affiliates.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Pat Barrett.


Northwestern Mutual

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.