Garrett Harper, financial advisor Lawrence KS

Garrett Harper

CRD Number: 5983168
Current Firm: Harper Financial Strategies, LLC
Compensation Model: Both

For most of us, life is busier than ever.  It can often feel as though we don't have enough time to get everything done.  Consequently, we tend to spend our time on the most urgent issues in our lives, leaving our long-term planning for later.  

 

The most important things in life are hardly ever urgent.

 

Our mission is to assist our clients in establishing goals and objectives, and together we design solutions that clarify where you are now and where you want to be in the future.  We empower our clients with knowledge and ideas on ways to maximize their financial wealth.

The success of our long-term client relationships is attributed to continuous open communication and trust.  Our resources, integrity, and commitment help provide families and businesses with safety, security, and ultimately, peace of mind.

 

Garrett Harper (CRD# 5983168) is an Investment Advisor Representative working at Eagle Strategies LLC in Lawrence, KS and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Harper Financial Strategies LLC Scott City, KS Feb 2015 - Current 9
Generation Strategies, LLC Lawrence, TX Nov 2018 - Apr 2022 3
Eagle Strategies LLC Lawrence, KS Sep 2014 - Apr 2022 7
Nylife Securities, LLC Wichita, KS Nov 2011 - Apr 2022 10
New York Life Insurance Company Wichita, KS Sep 2011 - Apr 2022 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Garrett Harper
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    228
    ACCOUNTS
  • Average Account Value
    $99,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, TX

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