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Garrett Dresen
HARBOR HORIZON FINANCIAL
WILSONVILLE, OR
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CRD#: 7245290
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Professional summary
Garrett Dresen is a registered financial advisor currently at HARBOR HORIZON FINANCIAL, LLC located in Wilsonville, Oregon.
Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Garrett has worked at 2 firms .
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.
GARRETT DRESEN/SOLE PROPRIETOR; NOT INVESTMENT-RELATED; KLAMATH FALLS; RENTAL REAL ESTATE; OWNER AND LANDLORD; START 06/2022; APPROXIMATELY 1 HOUR PER MONTH; APPROXIMATELY 0 HOURS PER MONTH DURING TRADING HOURS; MAINTAIN RENTAL, COORDINATE REPAIRS.
CRS (Client Relationship Summary) - RIA
Click below to view Garrett Dresen'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®
NoneExperience
Current
October 25, 2024 - Present
HARBOR HORIZON FINANCIAL, LLC
RIA
CRD#: 332911
WILSONVILLE, OR
Past
January 18, 2023 - September 27, 2024
CLARITY WEALTH DEVELOPMENT, LLC
RIA
CRD#: 155103
CORVALLIS, OR
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
Oregon(10/25/2024)
Exams
Current Firm
HH
HARBOR HORIZON FINANCIAL, LLC
HARBOR HORIZON FINANCIAL, LLC
CRD#: 332911 / SEC#:
Oregon
Registered Investment Advisory firm - (10/25/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Wilsonville, OR
Mailing Address
Po Box 1, Wilsonville, OR 97070
Phone number
(971) 405-7979
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 1,047,969 |
Red Flags
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