Advisor at Embark Financial Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Embark Financial Partners
Location
Muskegon, MI 49440
Credentials
Series 66
Industry experience
26 years
Roger Garretson is a financial advisor with Embark Financial Partners in Muskegon, MI, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and various insurance agencies. He is a co-trustee of multiple living trusts. Embark Financial Partners provides financial planning and consulting services to individuals, trusts, retirement plans, and business clients. The firm delivers advice through written plans and consultations without managing client assets or taking custody.
Based on Embark Financial Partners
Flat fees charged in advance for financial planning and consulting, negotiable, up to $20,000 annually
Representatives may earn commissions as registered representatives of LPL for securities sales outside advisory accounts
Hourly fee used for calculation of refunds upon termination before plan delivery; exact rates stated in agreements
Fee-only: Flat fee basis for financial planning and consulting services, negotiable, not to exceed $20,000 annually
380 W Western Avenue, Suite 250
Muskegon, MI 49440
Kansas · Michigan · Missouri · Texas
Bcs Partners Llc Insurance Agency
2023 - Present (3 years)
BCS Partners LLC dba Embark Financial Partners
2022 - Present (4 years)
LPL Financial
2021 - Present (5 years)
W. Western Suite 250 LLC
2020 - 2021 (1 year)
Bcs Partners , Llc
2015 - 2021 (6 years)
Community Encompass
2008 - 2021 (13 years)
Various Insurance Carriers For W & R Insurance Agencies
1999 - 2021 (22 years)
Waddell & Reed, Inc.
1999 - 2021 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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