Ismael Garcia

GARCIA FINANCIAL PLANNING

MERIDIAN, ID 83646

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CRD#: 7151051

Professional summary

Ismael Garcia, who also goes by Ismael R Garcia Montejano, is a registered financial advisor currently at GARCIA FINANCIAL PLANNING located in Meridian, Idaho.

Ismael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ismael has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Ismael R Garcia Montejano

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.

1) PARKER ADVISORS; POSITION: Financial Advisor NATURE: I will be assisting with the financial planning and investment management process by executing and maintaining the details of assigned client investment plans and servicing their needs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 96 START DATE: 09/12/2022 19 E Wyoming Ave, Homedale ID 83628, Duties and responsibilities will include meeting with clients and prospects and documenting client interactions, preparing reports, and other material for meetings. Completing follow up work after meetings, assistance in model portfolio design, administrative task and assisting clients with paperwork, forms and special request. 2) TAX FREEDOM BUILDERS POSITION: Contributor NATURE: Our goal through Tax Freedom Builders is to help educate potential wealth management clients regarding tax smart strategies and proactive financial planning. Tax Freedom Builders will offer a tiered fee for plan program. In this program three types of financial plans will be offered varying in scope and complexity. Details regarding the plans are found in question 5. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2024 ADDRESS: 19 E Wyoming Ave, P.O. Box 905, Homedale ID 83628, United States DESCRIPTION: Develop content for the program: vlogs, blogs, podcast, social media post, seminars and webinars, etc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ismael Garcia'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®

None

Experience

Current

November 13, 2025 - Present

GARCIA FINANCIAL PLANNING

Office #1: 3597 E Monarch Sky Ln Suite 240, Meridian, ID 83646

RIA

CRD#: 339060

MERIDIAN, ID

Past

September 5, 2025 - November 18, 2025

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

HOMEDALE, ID

Past

September 5, 2025 - November 18, 2025

CETERA WEALTH SERVICES, LLC

CRD#: 13572

Homedale, ID

Past

September 2, 2022 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Homedale, ID

Past

May 18, 2022 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Homedale, ID

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

Idaho
(11/13/2025)

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: 8/30/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/18/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/31/2021

Securities Industry Essentials Examination

Current Firm

GARCIA FINANCIAL PLANNING

GARCIA FINANCIAL PLANNING | GARCIA FINANCIAL PLANNING LLC

CRD#: 339060 / SEC#:

Idaho

Registered Investment Advisory firm - (11/6/2025 Approved)

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Contact information

Main Address

3597 E Monarch Sky Ln Suite 240, Meridian, ID 83646

Mailing Address

Po Box 324, Meridian, ID 83680

Phone number

(208) 573-4622

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Ismael Garcia

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ismael Garcia's CRS (Customer Relationship Summary).

Certified licenses

Experience

GARCIA FINANCIAL PLANNING

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2022

Series 7TO

Date: 5/18/2022

SIE

Date: 8/31/2021

Current Firm

GARCIA FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

GARCIA FINANCIAL PLANNING

TRUST BUT VERIFY

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