Garrett BassettCRD Number: 6069541
Current Firm: Strategic Advisers, Inc.
Garrett Bassett (CRD# 6069541) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Oakdale, MN and has over 5 years of experience in the finance industry.
Brown Wealth Management, LLC
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Fidelity Brokerage Services LLC||Oakdale, MN||Aug 2016 - Current||1|
|Ameriprise Financial Services,inc||Minneapolis, MN||May 2012 - Aug 2016||4|
|St. John's University||Collegeville, MN||Aug 2011 - May 2012||< 1|
|Brs Aerospace||South St. Paul, MN||May 2011 - Aug 2011||< 1|
|St. John's University||Collegeville, MN||Aug 2010 - May 2011||< 1|
|Brs Aerospace||South St. Paul, MN||Jun 2010 - Aug 2010||< 1|
|St. John's University||Collegeville, MN||Aug 2009 - May 2010||< 1|
|Watergate Marina||St. Paul, MN||May 2009 - Aug 2009||< 1|
|St. John's University||Collegeville, MN||Aug 2008 - May 2009||< 1|
|Eagan High School||Eagan, MN||Aug 2007 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.