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Garrett Lantagne

3 Years of Experience
Troy, MI
BrokerSells Insurance

Garrett Lantagne is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Troy, MI, with 3 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

101 W Big Beaver Rd, Ste 500, Troy, MI, 48084

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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

Garrett is a licensed insurance agent through Golden Reserve, LLC, selling commissionable insurance and annuity products and working as a retirement planner. He dedicates full-time hours to this business.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
November 2025 - Present · 6 mos
Northwestern Mutual Investment Services, LLCBroker
November 2025 - Present · 6 mos
Previous Registrations
Golden Reserve Retirement, LLC
July 2024 - September 2025 · 1 yr 2 mos
Edward Jones
November 2022 - June 2024 · 1 yr 7 mos
Edward JonesBroker
October 2022 - June 2024 · 1 yr 8 mos
State Registrations1 state
MI
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.
Garrett Lantagne - Financial Advisor | TrueAdvisor