Victoria Dorgan has been an investment adviser representative at Barrett Wealth Connection since June 2017, and is not listed among the firm’s executive officers or direct owners. Victoria Dorgan holds a Master of Business Administration from the University of Chicago Booth School of Business and a Bachelor of Arts in Economics from the University of Chicago.
Barrett Wealth Connection LLC is a Spring Grove, IL firm with $148M under management, 177 clients and 2 advisers in one office, as of its February 2026 filing.
Vickie Dorgan is a Wealth Advisor at Barrett Wealth Connection LLC, where she supports the investment process. She began her career performing business valuations at Duff & Phelps, went on to plan and incubate wealth management strategies at BMO/Harris, and then co-managed an endowment at Northwestern Memorial HealthCare. Later, she moved from the institutional side of investment management to work with individuals.
Victoria Dorgan’s longest registration is the current one, 9 years at Barrett Wealth Connection since 2017. Before joining Barrett Wealth Connection in 2017, Victoria Dorgan was registered through Keating Financial Advisory Services and Raymond James Financial Services Advisors, Inc.
- – present · 9 yearsSpring Grove, IL · Adviser representative · Firm CRD 161020
- Keating Financial Advisory Services– · 7 yearsChicago, IL · Adviser representative · Firm CRD 142772
- Raymond James Financial Services Advisors, Inc– · 7 yearsChicago, IL · Adviser representative · Firm CRD 149018
Professional designations
Listed by Barrett Wealth Connection
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
Investment adviser representative registrations
Victoria Dorgan is registered as an investment adviser representative in 2 states. The first approvals date from June 2017; the most recent is Texas, in January 2025.
- IllinoisSince 23 June 2017
- TexasSince 3 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 19 February 2008 |
| Series 28 | Introducing Broker/Dealer Financial Operations Principal Examination | 29 October 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 March 2007 |
| Series 7 | General Securities Representative Examination | 22 February 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Introducing Broker/Dealer Financial Operations Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Victoria Josephine Dorgan
- CRD
- 4320867
- Firm
- Barrett Wealth Connection · CRD 161020
- Office
- 2002 HOLIAN DRIVE, SUITE 104, Spring Grove, IL 60081
- Registration
- Investment adviser registration
- In the industry since
- September 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bwconnect.co
Where does Victoria Dorgan work?
Victoria Dorgan is an investment adviser representative registered through Barrett Wealth Connection LLC since June 2017, and is not listed among the firm’s executive officers or direct owners.
Is Victoria Dorgan a financial advisor?
Yes. Victoria Dorgan has a current investment-adviser registration in Illinois and Texas, through Barrett Wealth Connection since June 2017.
How many years of experience does Victoria Dorgan have?
Victoria Dorgan has 21 years in the financial industry, since September 2005, across 3 adviser firms.
What exams has Victoria Dorgan passed?
Victoria Dorgan has passed 4 licensing exams: the Series 7, Series 63, Series 28 and Series 24. The earliest, the Series 7, was passed in February 2007. FINRA credited Victoria Dorgan with the SIE, which began in October 2018.
Where is Victoria Dorgan based?
Victoria Dorgan’s registered office is in Spring Grove, IL.
Is Victoria Dorgan registered with FINRA?
No. Victoria Dorgan has no current broker registration.
Is Victoria Dorgan a CFP?
Barrett Wealth Connection lists Victoria Dorgan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Victoria Dorgan a CFA charterholder?
Barrett Wealth Connection lists Victoria Dorgan with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Victoria Dorgan’s record?
Search CRD 4320867 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Victoria Dorgan’s full registration record.
