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Garrett S. Eisenhauer

ADVANTAGE RETIREMENT GROUP
Fort Myers, FL 33912
Some features on this profile are disabled
CRD#: 7533654
GE

Professional summary

Garrett Scot Eisenhauer is a registered financial advisor currently at ADVANTAGE RETIREMENT GROUP located in Fort Myers, Florida.

Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Garrett has worked at 2 firms and has passed the Series 65, Series 6TO and SIE exams.

top-8-questions

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.
1) Licensed Insurance Agent; National Benefit Legacy d/b/a Advantage Retirement Group; Not Investment Related; Fort Myers, FL; Insurance Professional; Insurance Sales; approximately 50% of time is spent in this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrett Scot Eisenhauer'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

June 11, 2024 - Present

ADVANTAGE RETIREMENT GROUP

Office #1: 8870 Daniels Parkway, Fort Myers, FL 33912
RIA
CRD#: 329635
Fort Myers, FL
Past

April 27, 2022 - December 31, 2023

PFS INVESTMENTS INC.

BD
CRD#: 10111
LOS ANGELES, CA

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".
AR
ADVANTAGE RETIREMENT GROUP
ADVANTAGE RETIREMENT GROUP | TOUNJIAN ADVISORY PARTNERS LLC | SAVING THE INVESTOR

CRD#: 329635 / SEC#: 801-129470

RIA
Registered Investment Advisory firm - (2/8/2024 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
Florida
(6/11/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/29/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 4/27/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/21/2022
Securities Industry Essentials Examination

Current Firm

AR
ADVANTAGE RETIREMENT GROUP
ADVANTAGE RETIREMENT GROUP | TOUNJIAN ADVISORY PARTNERS LLC | SAVING THE INVESTOR

CRD#: 329635 / SEC#: 801-129470

RIA
Registered Investment Advisory firm - (2/8/2024 Approved)
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Contact information

Main Address
8870 Daniels Parkway, Fort Myers, FL 33912
Mailing Address
Phone number
(239) 561-1155
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADVANTAGE RETIREMENT GROUP DISCLOSURE BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts1,631
AUM (Assets Under Management)$ 518,345,692

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

ADVANTAGE RETIREMENT GROUP

CRD#: 329635Fort Myers, FL 33912

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