Garrett Smith (CRD# 7070675) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kansas City, KS and has over 2 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Nashville, TN | Aug 2022 - Current | 1 |
Uber | Topeka, KS | Apr 2019 - Current | 5 |
Ae Financial Services, LLC | Topeka, KS | Oct 2021 - Jul 2022 | < 1 |
Ae Wealth Management, LLC | Topeka, KS | May 2021 - Jul 2022 | 1 |
Envista Credit Union | Topeka, KS | May 2018 - May 2021 | 3 |
Ss&c Solutions | Topeka, KS | Jan 2018 - May 2018 | < 1 |
Envista Credit Union | Topeka, KS | Jan 2017 - Jan 2018 | 1 |
Baskin Robbins | Topeka, KS | May 2017 - Jun 2017 | < 1 |
Independence Community College | Independence, KS | Aug 2016 - May 2017 | < 1 |
Advantage Lawn & Landscape | Topeka, KS | May 2016 - Aug 2016 | < 1 |
Unemployed | Topeka, KS | Jun 2015 - Apr 2016 | < 1 |
Topeka High School | Topeka, KS | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- KS
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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