Traci Danielle Garnett-froscheiser
Investment adviser representative at Garnett Investment Strategies
10 yearsExperience
2 statesRegistered in
$158MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Garnett Investment StrategiesFeb 2016 to now
- Garnett Insurance Solutions, LLCFeb 2016 to now
- Primary Wealth Management, LLC dba Garnett Investment StrategiesFeb 2016 to now
- Broker Dealer Financial ServicesMay 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Garnett Investment Strategies
Legal name: Primary Wealth Management, LLC
$158MAssets managed
331Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4859203
- Firm CRD
- 282370