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Manager Overview
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Fee-based financial planning firm. Develops written financial plans and manages investment assets for clients for a fee based on assets under management. |
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Experience & Disclosure
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My CRD Number:
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163299 |
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Firm CRD Number:
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115352 |
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Work Experience:
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Founded Garrett Financial, LLC in 1986 |
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Academic Background:
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CFP study at College For Financial Planning 1992-1994
Washington Univ. School of Law 1969-1970
Washburn Univ. BA 1965-1969 |
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Services
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Types of Investments:
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Mutual funds, bonds, unit investment trusts, stocks, variable and fixed investments. |
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Qualifications
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Certifications, Accreditations and Designations:
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CFP, CCPS, CEA |
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Number of Advisors in Office:
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2 |
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Advisor's Number of Clients:
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80 |
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Compensation
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New Client Minimum Portfolio Size:
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$250,000 |
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Money Manager Articles
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Should You Pay Off Your Mortgage or Invest? - 05/27/2009
Eleven Ways to Help Yourself Stay Sane in a Crazy Market - 05/26/2009
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