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Garett Eschels

9 Years of Experience
Birmingham, MI
BrokerSells Insurance

Garett Eschels is a registered investment advisor at Cetera Investment Advisers LLC, based in Birmingham, MI, with 9 years of industry experience. Garett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

555 S Old Woodward Avenue, Suite 612, Birmingham, MI, 48009

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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

Garett is involved with Eschels Financial Group, Inc. providing insurance and financial services, including insurance sales and service, dedicating about half of his time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
June 2020 - February 2025 · 4 yrs 8 mos
Concourse Financial Group Securities, INC.Broker
March 2020 - February 2025 · 4 yrs 11 mos
Aig Capital Services, INC.Broker
September 2017 - February 2020 · 2 yrs 5 mos
Jackson National Life Distributors LLCBroker
October 2015 - April 2017 · 1 yr 6 mos
State Registrations32 states
ALARAZCACOCTDCFLGAHIILINKSKYLAMDMIMNMONCNVOHORPARISCTNTXUTVAWAWI
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.