Garland Risner
Garland Risner is a registered investment advisor at Kingswood Wealth Advisors, LLC, based in Nampa, ID, with 22 years of industry experience. Garland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 11,425 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range up to 2.5% annually and are fully negotiable. Different financial advisors may utilize different fee schedules. A platform fee of up to 0.30% may also apply.
Fee Estimator
Location
Nampa, ID
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Garland is the president and 50% owner of Paradigm Wealth Services, Inc., a securities business operating company, and also sells fixed insurance under the same marketing name. He also has 50% ownership in Paradigm Real Estate Holding Company, LLC, Twilight Storage LLC, and Two Seven Delta LLC.
Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
Previous Registrations
Paradigm Wealth Services, INC.
Commonwealth Financial Network
Securian Financial Services, INC.
Ws Griffith Securities, INC.
State Registrations2 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.
Exams
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