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Garrett Gruendyke

6 Years of Experience
Palm Desert, CA
Broker

Garrett Gruendyke is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Palm Desert, CA, with 6 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

36975 Cook St, Palm Desert, CA, 92211

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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 Activities

Garrett is a silent partner in a retail business called Tap Room since 2019, requiring minimal time. He is also a co-owner of G&V Rentals, a vacation rental business, since 2024, dedicating a few hours per week to administrative tasks.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
March 2025 - Present · 1 yr 6 mos
U.S. Bancorp Advisors, LLCBroker
March 2025 - Present · 1 yr 6 mos
Previous Registrations
Edward Jones
February 2020 - March 2025 · 5 yrs 1 mo
Edward JonesBroker
December 2019 - March 2025 · 5 yrs 3 mos
State Registrations2 states
CAMD
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.