Garrett Dresen, financial advisor Corvallis OR

Garrett Dresen

CRD Number: 7245290
Current Firm: Clarity Wealth Development, LLC

Garrett Dresen (CRD# 7245290) is an Investment Advisor Representative working at Clarity Wealth Development, LLC in Corvallis, OR and has 1 year of experience in the finance industry. Garrett Dresen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Stephen Altman, financial advisor Corvallis OR
Stephen R. Altman
CRD# 2795104
True Private Wealth Advisors, LLC
Similar Advisors
Jamie Andresen, financial advisor Corvallis OR
Jamie M. Andresen
CRD# 5619235
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Greg Bachman, financial advisor Corvallis OR
Greg Bachman
CRD# 2948151
Spectrum Strategic Capital Management, LLC
Professional Designations
Company Name Location Dates Years
Clarity Wealth Development, LLC Corvallis, OR Dec 2020 - Current 3
New York Life Insurance Corvallis, OR Apr 2020 - Dec 2020 < 1
Iri Properties Corvallis, OR Jun 2019 - Apr 2020 < 1
Reflex Cnc Independence, OR Jun 2018 - Apr 2020 1
Eco Nutrients Crescent City, CA Jun 2017 - Jun 2018 1
N/a Brookings, OR Dec 2012 - Jun 2017 4

Garrett Dresen has no recent exams reported.
Contact Info for Garrett Dresen
Phone Number: 541-753-1898
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    141
    MILLIONS
  • Total Number of Accounts
    798
    ACCOUNTS
  • Average Account Value
    $176,235
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OR, 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.