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).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $198,786
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CA, CO, CT, FL, IL, KS, KY, MA, MI, MN, NY, OH, OR, PA, TX

Financial Advisors at Garrett Investment Advisors, LLC
Showing 1 - 10 of 22 top financial advisors.
1
Richard A. Fleming
CRD#: 4498348
1155 Kelly Johnson Blvd, Suite 111, Colorado Springs, CO 80920
103
Wealthminder
score

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.

2
Carrie N. Kulig
CRD#: 2871845
Longmeadow, MA
103
Wealthminder
score

Carrie Kulig (CRD# 2871845) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Longmeadow, MA and has over 19 years of experience in the finance industry.

3
Leisa B. Aiken
CRD#: 2958044
Chicago, IL
96
Wealthminder
score

Leisa Aiken (CRD# 2958044) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Chicago, IL and has over 18 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.

4
Douglas N. Bellfy
CRD#: 6311083
Eureka Springs, AR
96
Wealthminder
score

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.

5
Jeffrey P. Euting
CRD#: 3242133
One Darling Drive, Avon, CT 06001
96
Wealthminder
score

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.

6
Kent M. Grealish
CRD#: 228233
1001 Bayhill Drive, Suite 145, San Bruno, CA 94066
96
Wealthminder
score

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.

7
Michael J. Nawrot
CRD#: 4680643
Sugar Grove, IL
96
Wealthminder
score

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.

8
Ronald A. Rhoades
CRD#: 4458963
Bowling Green, KY
96
Wealthminder
score

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.

9
Warren D. Waters
CRD#: 2750052
Keller, TX
96
Wealthminder
score

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.

10
Joshua D. Garcia
CRD#: 5819452
Monrovia, CA
93
Wealthminder
score

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.

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