Garret Gotaas (CRD# 6616842) is an Investment Advisor Representative working at Lpl Financial LLC in Farmington, MI and has over 3 years of experience in the finance industry.
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6080268
Edward Jones
CRD# 2410444
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Farmington, MI | Feb 2016 - Current | 8 |
| Loc Federal Credit Union | Farmington, MI | Feb 2016 - Current | 8 |
| Aquinas College | Grand Rapids, MI | Sep 2015 - Feb 2016 | < 1 |
| Shepherd's Hollow Golf Course | Clarkston, MI | May 2015 - Aug 2015 | < 1 |
| Aquinas College | Grand Rapids, MI | Sep 2014 - May 2015 | < 1 |
| Shepherd's Hollow Golf Course | Clarkston, MI | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- MI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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