Garrett H. German
AMERITAS ADVISORY SERVICES
EXETER, CA 93221
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CRD#: 4000167
Garrett Heath GermanAMERITAS ADVISORY SERVICES
Professional summary
Garrett Heath German, CFP®, who also goes by Garrett H German, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Exeter, California and AMERITAS INVESTMENT COMPANY, LLC located in Exeter, California.
Garrett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Garrett has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Aliases
Garrett H German
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * Canvas Financial; same as branch; inv rel; new organization with AIC that combines six different firms that are already with AIC-shell DBA used for marketing and firm consolidation purposes; Partner; start date=08/2018; hrs/mo=200; trading hrs/mo=130; responsible for my own LLC-Harvest Wealth Group underneath Canvas Financial * Harvest Wealth Group; same as branch; inv rel; marketing for insurance, broker/dealer and advisory services; Owner; start date=08/2018; hrs/mo=150; trading hrs/mo=130; marketing for life insurance, broker/dealer and advisory services * Wash N Glo; 101 N Chinowth St, Visalia CA 93291; non-inv rel; coin operated car wash; Owner; start date=10/2018; hrs/mo=3; trading hrs/mo=0; manage my maintenance and cleaning people and make financial decisions to buy equipment when needed * Rental Property; 231 N Kaweah, Exeter CA 93221; non-inv rel; rental property; Owner; start date=08/2016; hrs/mo=0; trading hrs/mo=0; owner and collect rent * Garrett German Farming; 17781 Ave 278, Exeter CA 93221; non-inv rel; farming 10 acres of oranges; Owner; start date=07/2019; hrs/mo=1; trading hrs/mo=1; manage a farm manager * Garrett and Rebecca German Family Foundation; non inv rel; same as branch; Missionary work outside the United States; Director; start date=10/2014; hrs/mo=2; trading hrs/mo=0; Responsible for the financials, correspondence, donation deposits and disbursements to the missionaries. Take care of tax filings and legal paperwork. * dba In Focus Financial; inv rel; 1219 Pleasant Grove Blvd, Ste 100, Roseville, CA 95678; Financial Planning; Owner; start date=06/2026; hrs/mo=40; trading hrs/mo=40; Owner and sales director
CRS (Client Relationship Summary) - RIA
Click below to view Garrett Heath German's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 160 S E St, Exeter, CA 93221RIA
CRD#: 317245
EXETER, CA
Current
June 30, 2006 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 160 S E St, Exeter, CA 93221BD
CRD#: 14869
EXETER, CA
Past
July 13, 2018 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
June 23, 2016 - January 2, 2019
20/20 CAPITAL MANAGEMENT, INC
RIA
CRD#: 281692
Exeter, CA
Past
June 30, 2006 - October 2, 2017
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
January 18, 2005 - June 30, 2006
CARILLON INVESTMENTS, INC.
RIA
CRD#: 14646
VISALIA, CA
Past
July 3, 2002 - June 30, 2006
CARILLON INVESTMENTS, INC.
BD
CRD#: 14646
VISALIA, CA
Past
January 15, 2002 - July 10, 2002
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
DES MOINES, IA
Past
December 7, 1999 - January 14, 2002
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(5/12/2009)
RR
Arizona(8/6/2009)
RR
Arkansas(6/10/2026)
RR
California(6/30/2006)
IAR
California(11/1/2021)
RR
Colorado(11/3/2009)
RR
Connecticut(6/10/2026)
RR
Florida(1/13/2016)
RR
Georgia(2/27/2025)
RR
Hawaii(6/10/2026)
RR
Idaho(7/10/2006)
RR
Illinois(6/10/2026)
RR
Indiana(6/10/2026)
RR
Iowa(6/9/2022)
RR
Kansas(2/9/2016)
RR
Maryland(6/10/2026)
RR
Massachusetts(6/6/2022)
RR
Michigan(11/24/2020)
RR
Minnesota(6/10/2026)
RR
Missouri(6/10/2026)
RR
Nebraska(6/10/2026)
RR
Nevada(1/30/2026)
RR
New Hampshire(4/3/2017)
RR
New Jersey(6/10/2026)
RR
New Mexico(6/10/2026)
RR
New York(12/3/2018)
RR
North Carolina(8/7/2017)
RR
Ohio(6/10/2026)
RR
Oklahoma(7/20/2018)
RR
Oregon(1/10/2014)
RR
Pennsylvania(4/16/2018)
RR
South Carolina(6/10/2026)
RR
South Dakota(6/10/2026)
RR
Tennessee(1/13/2026)
RR
Texas(11/12/2015)
IAR
Texas(11/1/2021)
RR
Utah(6/10/2026)
RR
Virginia(6/4/2020)
RR
Washington(6/7/2011)
RR
Wisconsin(6/10/2026)
RR
Wyoming(6/10/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 6
Passed: 12/4/1999
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Loading...
Contact information
Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
797
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 45,299 |
| AUM (Assets Under Management) | $ 13,746,443,625 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 07/23/2024 | ||
| 07/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
