Garrett Investment Advisors, LLC
Garrett Investment Advisors, LLC (CRD# 159359) is a financial advisory firm headquartered in Eureka Springs, AR. They manage $41,347,515 in 208 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management41MILLION
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Total Number of Accounts208ACCOUNTS
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Average Account Value$198,786
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, CA, CO, CT, FL, IL, KS, KY, MA, MI, MN, NY, OH, OR, PA, TX
Richard Fleming (CRD# 4498348) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Colorado Springs, CO and has over 14 years of experience in the finance industry. Richard Fleming 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.
Carrie Kulig (CRD# 2871845) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Longmeadow, MA and has over 20 years of experience in the finance industry.
Leisa Aiken (CRD# 2958044) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Chicago, IL and has over 19 years of experience in the finance industry. Leisa Aiken 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.
Douglas Bellfy (CRD# 6311083) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Eureka Springs, AR and has over 3 years of experience in the finance industry.
Jeffrey Euting (CRD# 3242133) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Avon, CT and has over 14 years of experience in the finance industry. Jeffrey Euting 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.
Kent Grealish (CRD# 228233) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in San Bruno, CA and has over 35 years of experience in the finance industry. Kent Grealish 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.
Michael Nawrot (CRD# 4680643) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Sugar Grove, IL and has over 13 years of experience in the finance industry. Michael Nawrot 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.
Ronald Rhoades (CRD# 4458963) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Bowling Green, KY and has over 15 years of experience in the finance industry. Ronald Rhoades 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.
Warren Waters (CRD# 2750052) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Keller, TX and has over 20 years of experience in the finance industry. Warren Waters 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.
Joshua Garcia (CRD# 5819452) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Monrovia, CA and has over 6 years of experience in the finance industry.