Garrett A. Bourbina

LANDING POINT FINANCIAL GROUP

AVON, OH 44011

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CRD#: 6653328

Professional summary

Garrett Allen Bourbina is a registered financial advisor currently at LANDING POINT FINANCIAL GROUP located in Avon, Ohio.

Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Garrett has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Real Estate Ownership; Multi-Family; Lorain, OH 44052; Not Investment Related; May 2021. Other Business Activities; Cornerstone; Volunteer on the finance committee; Finance Committee Member. We meet twice a year to review the organizations budget and give our thoughts to the Finance Chairperson who also serves on the Board of Directors.; Elyria, OH 44035; Not Investment Related; August 2018; 0 hours per month; 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrett Allen Bourbina's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 16, 2021 - Present

LANDING POINT FINANCIAL GROUP

Office #1: 36901 American Way Suite 7, Avon, OH 44011

RIA

CRD#: 312978

AVON, OH

Past

January 5, 2018 - June 21, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

AVON, OH

Past

July 2, 2016 - June 21, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

AVON, OH

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".

LANDING POINT FINANCIAL GROUP

DCS INVESTMENT ADVISORY SERVICES, LLC | LPFG, LLC | LANDING POINT FINANCIAL GROUP, LLC | LANDING POINT FINANCIAL GROUP

CRD#: 312978 / SEC#: 801-121247

RIA

Registered Investment Advisory firm - (5/19/2021 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.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/16/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/10/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/2/2016

General Securities Representative Examination

Current Firm

LANDING POINT FINANCIAL GROUP

DCS INVESTMENT ADVISORY SERVICES, LLC | LPFG, LLC | LANDING POINT FINANCIAL GROUP, LLC | LANDING POINT FINANCIAL GROUP

CRD#: 312978 / SEC#: 801-121247

RIA

Registered Investment Advisory firm - (5/19/2021 Approved)

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Contact information

Main Address

36901 American Way Suite 7, Avon, OH 44011

Mailing Address

Phone number

(440) 365-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LANDING POINT FINANCIAL GROUP PART 2A FIRM BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	1,322
AUM (Assets Under Management)	$ 263,486,257

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.

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Garrett A. Bourbina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrett Allen Bourbina's CRS (Customer Relationship Summary).

Certified licenses

Experience

LANDING POINT FINANCIAL GROUP

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

LANDING POINT FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 11/10/2016

SIE

Date: 10/1/2018

Series 7

Date: 7/2/2016

Current Firm

LANDING POINT FINANCIAL GROUP

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LANDING POINT FINANCIAL GROUP

TRUST BUT VERIFY

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