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Traci Danielle Garnett-froscheiser

Garnett Investment Strategies

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About Traci Danielle Garnett-froscheiser

Traci Danielle Garnett-froscheiser is a financial advisor with over 13 years of experience in the industry. Traci is registered to provide investment advice in Arizona, Florida, Iowa, Kansas, Louisiana, Nebraska, and Texas. Traci currently works at Garnett Investment Strategies, a firm that provides investment advisory services to individuals, businesses, and pension plans. The firm also provides financial planning services. Prior to joining Garnett Investment Strategies, Traci worked at several other firms including Broker Dealer Financial Services Corp, Securities America, Inc, Edward Jones, and Hartford Equity Sales Company Inc. Traci holds Series 6, 7, 63, and 66 licenses.

Firm Information

Traci Garnett-froscheiser 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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Traci Garnett-froscheiser’s Registration & Firm History

NE

03/18/2016 - Present

Garnett Investment Strategies (BEATRICE NE)

NE

05/02/2016 - 10/12/2018

BROKER DEALER FINANCIAL SERVICES CORP. (BEATRICE NE)

NE

09/20/2013 - 10/09/2015

SECURITIES AMERICA, INC. (BEATRICE NE)

NE

05/07/2010 - 09/25/2013

EDWARD JONES (BEATRICE NE)

CT

12/11/2008 - 05/25/2010

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

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Licenses & Designations

BOTH

Issued 06/22/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/15/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2010

Series 7 - General Securities Representative Examination

BC

Issued 12/10/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Traci Danielle Garnett-froscheiser.
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