CG
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Caitlyn Garrett
1 Year of Experience
Nashville, TN
1 DisclosureBroker
Caitlyn Garrett is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Nashville, TN, with 1 years of industry experience. Caitlyn 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
1600 DIVISION ST Ste 400, Nashville, TN, 37203
Get directionsHistory
Regulatory History (1)
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Financial
May 2020Final
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
May 2025 - Present · 1 yr
Northwestern Mutual Investment Services, LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
American Global Wealth Management, INC.Broker
October 2024 - April 2025 · 6 mos
Optional Financial Strategies, INC.
September 2024 - April 2025 · 7 mos
Avantax Advisory Services
May 2024 - August 2024 · 3 mos
Avantax Investment Services, INC.Broker
April 2024 - August 2024 · 4 mos
State Registrations1 state
TN
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.