Garrett Dastrup
Garrett Dastrup is a CFA-designated registered investment advisor at Opportunus Wealth Management, LLC, based in Gig Harbor, WA, with 20 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 172 clients with $77M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Gig Harbor, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Garrett works as an Economic Assistant for the US Bureau of Labor Statistics, gathering pricing data for the Consumer Price Index. This takes about half of his time.
Employment History
Current Registrations
Opportunus Wealth Management, LLC
Previous Registrations
Waterfront Financial Management LLC
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Principal Securities, INC.
Principal Securities, INC.Broker
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Fisher Investments
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 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.