Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garret? Claim Your ProfileGarret Locke is a financial advisor with LPL Financial LLC, a firm with a long history of providing financial advice. Garret has a strong track record of serving the needs of individuals and families. Garret Locke is committed to providing comprehensive financial advice. Garret Locke's areas of expertise include retirement planning, investment management, and insurance. Garret Locke has been a registered representative since 2017 and has held positions at CUNA Brokerage Services, Inc., and Thrivent Investment Management Inc.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
05/18/2022 - Present
LPL Financial LLC (CEDAR RAPIDS IA)
IA
05/29/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (CEDAR RAPIDS IA)
IA
09/19/2017 - 05/20/2019
THRIVENT INVESTMENT MANAGEMENT INC. (NORTH LIBERTY IA)
BOTH
Issued 10/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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