Dallin Garner
Investment adviser representative at Kayne Anderson Rudnick Investment Management, LLC
10 yearsExperience
10 statesRegistered in
CFP® certificationDesignation
$39.4BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Kayne Anderson Rudnick Investment Management, LLCJun 2024 to now
- Fisher InvestmentsJan 2020 to Jun 2024
- Fidelity Brokerage ServicesJun 2016 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 10 states (AZ, CA, CO, FL, GA, IL, MI, OH, TX, UT).
Kayne Anderson Rudnick Investment Management, LLC
$39.4BAssets managed
24,735Clients
36Advisers
41 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
- 6665457
- Firm CRD
- 104599