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IG

Ismael Garcia

GARCIA FINANCIAL PLANNING
MERIDIAN, ID 83646
Some features on this profile are disabled
CRD#: 7151051
IG

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.

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

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

BD
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.

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/30/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/18/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/31/2021
Securities Industry Essentials Examination

Current Firm

GF
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
1

Documents

Latest Form ADV
0

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.

Company Information

GARCIA FINANCIAL PLANNING

CRD#: 339060Meridian, ID 83646

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