Advisor at Garnett Investment Strategies
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.
Location
Beatrice, NE 68310
Credentials
Series 63, Series 66
Industry experience
17 years
Based on Garnett Investment Strategies
Based on Garnett Investment Strategies
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.44% $1,000,000 - $2,000,000: 1.32% $2,000,000 - $3,500,000: 1.20% $3,500,000 - $5,000,000: 1.08% $5,000,000+: 0.80%
Fee-only: Fee-based advisor, fees based on assets under management, monthly or quarterly billing.
2630 Eastside Blvd.
Beatrice, NE 68310
Nebraska · Texas
Broker Dealer Financial Services
2016 - 2018 (2 years)
Garnett Insurance Solutions, LLC
2016 - Present (10 years)
PRIMARY WEALTH MANAGEMENT, LLC dba Garnett Investment Strategies
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 63, Series 65
Beatrice, NE
Garnett Investment Strategies
Series 63, Series 65
Beatrice, NE
Edward Jones
Series 66
Beatrice, NE
Edward Jones
Series 63, Series 66
Beatrice, NE
Edward Jones
Series 66
Beatrice, NE
Edward Jones
CFP®, Series 66
Beatrice, NE
Wells Fargo Advisors
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