Garrett Daniel
Investment adviser representative at Cerity Partners LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$161.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cerity Partners LLCSep 2026 to now
- LPL Financial LLCJul 2024 to Sep 2026
- Osaic Wealth, Inc.Jun 2024 to Jul 2024
- Securities America AdvisorsJan 2020 to Jun 2024
- Securities America, Inc.Jan 2020 to Jun 2024
- Minnesota Life Insurance CoSep 2016 to Dec 2019
- Securian Financial Services IncSep 2016 to Dec 2019
- Shoemaker FinancialSep 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TN).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 yearsIn 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
- 6343675
- Firm CRD
- 151559