Garrett Isaac Galberach
Investment adviser representative at Edelman Financial Engines
11 yearsExperience
3 statesRegistered in
$326.3BFirm assets
28 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 assetsHourlySubscriptionFixed or flat feeOther
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
11 years in the industry.
- Edelman Financial EnginesApr 2026 to now
- Fisher InvestmentsJun 2020 to Apr 2026
- GartnerMay 2019 to Jul 2019
- PaycorAug 2018 to Dec 2018
- Pedal Wagon Cincinnati LLCMay 2018 to Aug 2018
- Legion Logistics LLCJan 2018 to Apr 2018
- Seven Hills PromotionMay 2017 to Jul 2017
- Vineyard VinesJan 2017 to May 2017
- University of CincinnatiAug 2015 to Apr 2020
- UnemployedMar 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (AZ, TX, VA).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 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
- 7269982
- Firm CRD
- 104510