Frederick Gartenlaub (CRD# 5341600) is an Investment Advisor Representative working at Sound Asset Management, Inc. in Mason, OH and has 1 year of experience in the finance industry. Frederick Gartenlaub 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# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Garden Leaf Financial Services LLC | Mason, OH | Jun 2009 - Current | 14 |
| Sound Asset Management, Inc. | West Chester, OH | Sep 1997 - Current | 26 |
| Strategic Financial Services, Inc. | West Chester, OH | Nov 1990 - Current | 33 |
- OH
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts107ACCOUNTS
-
Average Account Value$112,899
- 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
OH
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