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Paul Dean Garnett

Garnett Investment Strategies

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About Paul Dean Garnett

Paul Garnett is an investment advisor representative at Garnett Investment Strategies. Paul is also an insurance agent. Paul has been in the financial services industry for over 40 years and holds Series 63 and Series 65 licenses, in addition to the Series 7 and SIE licenses. Garnett Investment Strategies is a Nebraska-based firm that provides financial planning, pension consulting and portfolio management services to individual and institutional clients.

Firm Information

Paul Garnett is currently registered with Garnett Investment Strategies. Garnett Investment Strategies is an investment advisory firm with two licensed agents and two investment adviser representatives. They manage approximately $126,610,335 in assets for 777 clients. Their primary focus is on portfolio management for individuals and pensions. They also offer selection of other advisers services. Garnett Investment Strategies has experience managing assets for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and 529 plans.

$126.61M

Assets Under Management

7

Total Clients

2

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Garnett’s Registration & Firm History

NE

03/03/2016 - Present

Garnett Investment Strategies (BEATRICE NE)

NE

08/23/2013 - 10/09/2015

SECURITIES AMERICA, INC. (BEATRICE NE)

NE

11/24/1975 - 07/15/2013

EDWARD JONES (BEATRICE NE)

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Licenses & Designations

IA

Issued 07/05/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1975

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for Paul Dean Garnett. Review regulatory record here.
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