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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garett? Claim Your ProfileGarett Feldkamp is a financial advisor with Ameriprise Financial Services, LLC. Garett has been in the financial services industry since 2003. Garett is registered to provide investment advice in Kentucky and Ohio and holds a Series 6, 7, 63, and 65 licenses. Previously, Garett has worked for Nationwide Securities, LLC, J.P. Morgan Securities LLC, U.S. Bancorp Investments, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc., Fidelity Investments Institutional Services Company, Inc., and Carillon Investments, Inc.. Garett's specializations include investment management, financial planning, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KY
07/08/2024 - Present
Ameriprise Financial Services, LLC (EDGEWOOD KY)
OH
02/05/2024 - 06/27/2024
NATIONWIDE SECURITIES, LLC (Loveland OH)
OH
03/06/2020 - 08/02/2023
J.P. MORGAN SECURITIES LLC (Cincinnati OH)
OH
10/22/2013 - 04/11/2018
U.S. BANCORP INVESTMENTS, INC. (CINCINNATI OH)
OH
02/12/2010 - 10/18/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
OH
01/09/2008 - 11/25/2009
CHARLES SCHWAB & CO., INC. (CINCINNATI OH)
KY
06/20/2000 - 01/02/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
OH
03/05/1999 - 09/08/1999
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
Issued 03/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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