Garrett Franklin Grenert
Investment adviser representative at Sierra Legacy Group
11 yearsExperience
1 stateRegistered in
$152.7MFirm assets
5 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Sierra Legacy GroupOct 2020 to now
- Cypress StrategiesSep 2020 to now
- M Holdings Securities, Inc.Sep 2018 to now
- Grenert Financial Group, LLCSep 2017 to Sep 2020
- Jj's Pie CompanySep 2015 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Sierra Legacy Group
Legal name: Cypress Advisory Group, LLC
$152.7MAssets managed
24Clients
3Advisers
5 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
- 7013073
- Firm CRD
- 172113