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Garret L

Series 66

Dubuque, IA

LPL Financial

Garret Locke is a Series 66-licensed financial advisor with nine years of industry experience. He is currently affiliated with LPL Financial and previously worked at CUNA Brokerage Services, CUNA Mutual Group, and Thrivent Financial. Outside of his advisory role, Locke has been a soccer referee since 1986. LPL Financial is a national broker-dealer and registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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