GC
CFP
GC
CFP

Garret Colao

10 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Garret Colao is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 10 years of industry experience. Garret 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

2701 University Ave Se, Minneapolis, MN, 55414

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Garret is an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance (a few hours per week), and a partner in The Vitality Group (about a quarter of his time). He also serves on the advisory board for The Phoenix Residence Inc (minimal time).

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
February 2016 - August 2023 · 7 yrs 6 mos
Cri Securities, LLC
February 2016 - October 2021 · 5 yrs 8 mos
Securian Financial Services, INC.Broker
December 2015 - August 2023 · 7 yrs 8 mos
Cri Securities, LLCBroker
December 2015 - October 2021 · 5 yrs 10 mos
State Registrations22 states
AZCOFLIAILINKSMDMNMTNDNENJNMOHOKSCSDTXVAWAWI
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.