Garnet Wahlund
Garnet Wahlund is a registered investment advisor at Equitable Advisors, LLC, based in Worthington, OH, with 30 years of industry experience. Garnet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
400 W. Wilson Bridge Rd., Suite 305, Worthington, OH, 43085
Get directionsHistory
Regulatory History (6)
Customer Dispute
July 2022Customer Dispute
April 2018Customer Dispute
August 2016Customer Dispute
November 2015Customer Dispute
March 2009Customer Dispute
October 2006Other Business ActivitiesSells Insurance
Garnet has outside insurance carrier appointments with State Life (term life since 2011), NY Long term Care Brokers LTD (LTC insurance since 2004), American Heritage life insurance co (term, universal, group universal and whole life since 2019), and Companion Life (disability since 2019). These activities are insurance-related.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.