Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garren? Claim Your ProfileGarren Lindsay Agle is a financial advisor with Diversified Management Inc. He is based in Milwaukee, WI and has been in the industry since 2004. Garren is a Certified Financial Planner and holds the Series 65 and Series 66 licenses. Garren has previously worked at Waddell & Reed, Inc. He specializes in financial planning, selection of other advisors, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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WI
06/13/2007 - Present
Diversified Management Inc. (MILWAUKEE WI)
WI
06/03/2004 - 11/17/2006
WADDELL & REED, INC. (WAUKESHA WI)
IA
Issued 06/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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