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CFP · ChFC
GF
CFP · ChFC

Garrett Freitag

LPL Financial LLC
28 Years of Experience
Maple Grove, MN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Garrett Freitag is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Maple Grove, MN, with 28 years of industry experience. Garrett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7224 Forestview Ln N, Maple Grove, MN, 55369

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Garrett co-owns rental real estate with Lan Freitag and is a managing partner in Forestview Holdings LLC, also involved in real estate rental. He is also an insurance agent with Preferred Resource Group, dedicating full-time hours to this role, and operates G Consulting Inc for tax/investment purposes.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 11 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 11 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
June 2007 - November 2017 · 10 yrs 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
August 2005 - December 2005 · 4 mos
National Planning CorporationBroker
August 2005 - November 2017 · 12 yrs 3 mos
American General Securities IncorporatedBroker
October 2002 - August 2005 · 2 yrs 10 mos
Franklin Financial Services CorporationBroker
June 1998 - October 2002 · 4 yrs 4 mos
State Registrations14 states
AZCOFLIAIDILMNNDOHORTXUTVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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