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Paul Garnett

Advisor at Garnett Investment Strategies

Updated today

Location

Beatrice, NE 68310

Credentials

Series 63, Series 65

Industry experience

50 years

About

Paul Garnett is a financial advisor with Garnett Investment Strategies in Beatrice, Nebraska, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Primary Wealth Management, LLC since 2016 and previously operated Garnett Insurance Solutions, LLC. Outside of his advisory role, Garnett is involved in several other business activities, including managing family-owned agricultural and business investment ventures and serving on the President's Advisory Council and Foundation Board at Truman State University. Primary Wealth Management, LLC, doing business as Garnett Investment Strategies, provides discretionary investment management and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employer plans. The firm uses an active, total-portfolio approach that integrates fundamental, technical, and cyclical analysis with a proprietary model to position portfolios toward undervalued asset classes.

Client services

Based on Garnett Investment Strategies

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Garnett Investment Strategies

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance

Occupation focus

Based on Garnett Investment Strategies

Founder/Business Owner Retired

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Fee options

Percentage

$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.44% $1,000,000 - $2,000,000: 1.32% $2,000,000 - $3,500,000: 1.20% $3,500,000 - $5,000,000: 1.08% $5,000,000+: 0.80%

Other

Fee-only: Fee-based advisor, fees based on assets under management, monthly or quarterly billing.

Location

2630 Eastside Blvd.

Beatrice, NE 68310

Most active in

Nebraska

Work history

Primary Wealth Management, LLC

2016 - Present (10 years)

Garnett Insurance Solutions, LLC

2016 - 2018 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Traci G

Series 63, Series 66

Beatrice, NE

Garnett Investment Strategies

Traci Garnett Froscheiser is a financial advisor at Garnett Investment Strategies with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has a background that includes work at Broker Dealer Financial Services and managing Garnett Insurance Solutions, LLC. Outside of her advisory role, she volunteers as an ambassador for the Beatrice Area Chamber of Commerce and serves on the boards of the Gage County Humane Society Foundation and NGage, a local economic development group. Garnett Investment Strategies provides discretionary investment management and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employer retirement plans. The firm uses an active, total-portfolio approach with a proprietary reversion-to-the-mean model and offers access to multiple investment platforms, including Envestnet’s UMA, APM, and mutual fund/ETF options.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Founder/Business Owner Retired

Robert M

Series 63, Series 65

Beatrice, NE

Edward Jones

Robert Moran is a financial advisor at Edward Jones with 34 years of industry experience, all spent with the firm since 1992. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Moran serves as vice chair of the Gage County Hospital Authority No. 1 and is a board member of the Beatrice Board of Public Works. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual households, pension plans, and charitable organizations. The firm provides a range of advisory services through its nationwide network of over 23,000 financial advisors and offers discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Jody S

CFP®, Series 66

Beatrice, NE

Wells Fargo Advisors

Jody Starr is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Wells Fargo Advisors. Prior to joining Wells Fargo Advisors in 2025, she worked with Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory role, she co-owns a plumbing and HVAC business and serves as a joint venture girls basketball referee for Fairbury Public Schools. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Kimberly B

Series 66

Beatrice, NE

Edward Jones

Kimberly Barnes is a financial advisor at Edward Jones with a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018, with prior experience at Beatrice State Developmental Center and E Energy Adams, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Heath H

Series 66

Beatrice, NE

Edward Jones

Heath Hovendick is a financial advisor with Edward Jones in Beatrice, Nebraska. He holds a Series 66 designation and has one year of industry experience, including six years at Farmers Cooperative and prior roles with the YMCA of Lincoln and Beatrice Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Retirement income strategy Retired Founder/Business Owner Executive
user avatar

Harold H

Series 66

Beatrice, NE

Wells Fargo Advisors

Harold Hinz is a Series 66 licensed financial advisor with 15 years of industry experience, currently with Wells Fargo Advisors. His career includes nearly 16 years of prior service within Wells Fargo entities. He is a 25% owner of Watchtower Wealth Management, LLC, a financial planning practice based in Beatrice, NE, where he also holds co-trustee roles for multiple 401(k) plans. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, with tailored recommendations supported by Wells Fargo research and planning tools, and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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