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Scott Garrison

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Elk City, OK 73644

Credentials

Series 63, Series 65

Industry experience

7 years

About

Scott Garrison is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and 65 designations. He has seven years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. In addition to his advisory work, he is a partner and CFO of Auto Bath Inc., a business he has been involved with since 2007, and he owns Sooner Wealth. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

124 N Main

Elk City, OK 73644

Most active in

Oklahoma · Texas

Work history

Cambridge Investment Research, Inc.

2021 - Present (5 years)

Cambridge Investment Research Advisors

2021 - Present (5 years)

Northwestern Mutual Wealth Management Company

2019 - 2021 (2 years)

Northwestern Mutual Investment Services LLC

2018 - 2021 (3 years)

Northwestern Mutual Life Insurance Company

2018 - 2021 (3 years)

Auto Bath Inc

2007 - Present (19 years)

Disclosures

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

Business activities & affiliations

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