GT
GT

Garth Jonathan Terlizzi

44 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

101 South 108th Avenue, Omaha, NE, 68154

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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

Garth owns Get Financial Services, Inc., an entity used for business expenses, and operates as a sole proprietor under Securities America. He is also an investment advisor with Wealthplan Partners, dedicating about a third of his time, and owns rental properties through Papa Nana, LLC and Get Properties, LLC.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Wealthplan Partners
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Securities America, INC.Broker
April 2019 - June 2024 · 5 yrs 2 mos
Wealthplan Partners
April 2019 - July 2020 · 1 yr 3 mos
LPL Financial LLC
July 1990 - May 2019 · 28 yrs 10 mos
LPL Financial LLCBroker
September 1986 - May 2019 · 32 yrs 8 mos
Dean Witter Reynolds INC.Broker
May 1984 - October 1986 · 2 yrs 5 mos
Dain, Bosworth IncorporatedBroker
March 1984 - May 1984 · 2 mos
Dean Witter Reynolds INC.Broker
November 1981 - March 1984 · 2 yrs 4 mos
State Registrations6 states
AZCAFLKSMINE
AdvisorBroker
Exams
No exam information available for this advisor.