Traci Garnett-Froscheiser, financial advisor Beatrice NE

Traci Garnett-Froscheiser

CRD Number: 4859203
Current Firm: Garnett Investment Strategies

Traci Garnett-Froscheiser (CRD# 4859203) is an Investment Advisor Representative working at Garnett Investment Strategies in Beatrice, NE and has over 15 years of experience in the finance industry.

Similar Advisors
Jaime Blakely, financial advisor Beatrice NE
Jaime B. Blakely
CRD# 6566068
Empower Advisory Group, LLC
Similar Advisors
Jennifer Carmer-Hall, financial advisor Beatrice NE
Jennifer S. Carmer-Hall
CRD# 2126352
Ameriprise Financial Services, LLC
Similar Advisors
Jonathan Deines, financial advisor Beatrice NE
Jonathan E. Deines
CRD# 6748708
Edward Jones
Company Name Location Dates Years
Primary Wealth Management, Llc Dba Garnett Investment Strategies Beatrice, NE Feb 2016 - Current 8
Garnett Insurance Solutions, LLC Beatrice, NE Feb 2016 - Current 8
Broker Dealer Financial Services West Des Moines, IA May 2016 - Oct 2018 2
Smith Reed Asset Management, LLC Dyersburg, TN Oct 2015 - Feb 2016 < 1
Insurance Sales Beatrice, NE Jan 2008 - Feb 2016 8
Securities America Inc. Beatrice, NE Sep 2013 - Oct 2015 2
Securities America Advisors Beatrice, NE Sep 2013 - Oct 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Traci D. Garnett-Froscheiser
Phone Number: 402-223-3433
Registered State(s):
  • AZ
  • FL
  • IA
  • KS
  • LA
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    90
    MILLIONS
  • Total Number of Accounts
    684
    ACCOUNTS
  • Average Account Value
    $131,091
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, FL, IA, KS, LA, NE, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.