GB
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Garrett Joseph Brigman

8 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
2,270 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$5.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

1200 North Mayfair Road, Suite 360, Milwaukee, WI, 53226

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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 member of Bridal Clamps LLC, a Wisconsin registered company that produces and sells accessories for the bridal store industry. He dedicates minimal time to the business, primarily voting on decisions and assisting with initial setup tasks since 2013.

Employment History
Current Registrations
Dana Investment Advisors INC
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Legacy Capital Partners, INC.
August 2017 - June 2022 · 4 yrs 10 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Garrett Joseph Brigman - Financial Advisor | TrueAdvisor