Advisor at VOYA Financial Advisors, Inc.
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
VOYA Financial Advisors, Inc.
Location
Cape Girardeau, MO 63703
Credentials
Series 63, Series 65
Industry experience
20 years
Commissions charged on certain broker-dealer products and services
Hourly rates for additional consultations beyond standard financial planning sessions
Account minimum: $15,000 Minimum fee: $5,000 administrative fee (non-negotiable) for certain advisory programs
VOYA Financial Advisors
2014 - Present (12 years)
Marathon Benefits Group
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63
Jackson, MO
Edward Jones
Series 66
Cape Girardeau, MO
Edward Jones
Series 66
Cape Girardeau, MO
Edward Jones
Series 66
Cape Girardeau, MO
Merrill
Garrett B. Ozbun, CFP®, CPFA®, serves as a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2011 and specializes in comprehensive wealth management for high-net-worth clients. Garrett emphasizes a goals-based approach, focusing on understanding each client’s lifestyle, goals, and interests to develop tailored strategies that address areas such as college education planning, retirement income, legacy planning, and family wealth management. He also acts as a Senior Portfolio Advisor, managing custom investment strategies on a discretionary basis. Garrett holds a Bachelor of Science in Business Administration with an emphasis in Finance from the University of Missouri, earned in 2010, and an M.B.A. from the University of Mississippi, completed in 2011 through an accelerated graduate program. He obtained his CERTIFIED FINANCIAL PLANNER® certification in 2016. Garrett is recognized for his work and has been named to the Forbes Top Next Generation Best-in-State Wealth Advisors list in 2022, 2023, and 2024. Additionally, he serves as an active board member of the Saint Francis Healthcare System Foundation. Outside of his professional responsibilities, Garrett enjoys cooking, music, spending time with his family, and traveling. Together with his wife, he explores new restaurants, tastes wines, and pursues travel experiences.
CFP®, ChFC®, Series 66
Anna, IL
Edward Jones
Series 66
Jackson, MO
Edward Jones
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