John Garmhausen (CRD# 5316190) is an Investment Advisor Representative working at First Look Capital Management, LLC in Gunnison, CO and has over 16 years of experience in the finance industry. John Garmhausen 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.
CRD# 1099588
Ameriprise Financial Services, LLC
CRD# 4930022
Transamerica Financial Advisors, Inc.
CRD# 715423
Ubs Financial Services Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Look Capital Management, LLC | Crested Butte, CO | Sep 2014 - Current | 9 |
| Stay-at-home Parent | Crested Butte, CO | May 2014 - Sep 2014 | < 1 |
| Charles Schwab & Company, Inc. | Austin, TX | Jul 2008 - May 2014 | 5 |
| Charles Schwab Bank | Austin, TX | Jul 2008 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- CO
- LA
- TX
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts232ACCOUNTS
-
Average Account Value$334,190
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, LA, TX
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