Roger Garretson
Roger Garretson is a registered investment advisor at Embark Financial Partners, based in Grand Rapids, MI, with 26 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Location
668 3 Mile Rd Nw; Ste A, Grand Rapids, MI, 49544
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Roger is a co-owner of W Western Suite 250 LLC, a real estate rental business, and co-trustee for multiple trusts. He also works as an agent for non-variable insurance through Embark Financial Partners, dedicating a few hours per week to this role.
Employment History
Current Registrations
Embark Financial Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations24 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.