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Garrett Daniel Randall

WEITZ SECURITIES
OMAHA, NE
·CRD# 7744174·3 years experience

Professional Summary

Garrett Daniel Randall, who also goes by Garrett Randall, is a registered financial advisor currently at WEITZ SECURITIES, INC. located in Omaha, Nebraska. Garrett is registered as a RR (Registered Representative) and started their career in finance in 2023. Garrett has worked at 3 firms and has passed the Series 63, Series 7TO, Series 6TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Garrett Randall

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

3 years in the financial services industry

Current & Past Employments

WEITZ SECURITIES, INC.·CRD# 17673
BD
Blackstone Plaza 3555 Farnam Street, Suite 800, Omaha, NE 68131
June 25, 2026 - Present
FORESIDE FINANCIAL SERVICES, LLC·CRD# 148477
BD
Newport Beach, CA
September 23, 2024 - June 4, 2026
PACIFIC SELECT DISTRIBUTORS, LLC·CRD# 4452
BD
Newport Beach, CA
July 21, 2023 - June 7, 2024

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Current Firm

WS
WEITZ SECURITIES, INC.

WEITZ SECURITIES, INC.

CRD#: 17673 / SEC#: 8-35603
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Contact Information

Main Address

Blackstone Plaza 3555 Farnam Street, Suite 800, Omaha, NE 68131

Mailing Address

Blackstone Plaza 3555 Farnam Street, Suite 800, Omaha, NE 68131

Phone Number

(402) 391-1980

Established

Nebraska since 01/03/1986

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
WEITZ INVESTMENT MANAGEMENT, INC.BUSINESS AFFILIATE105088
BENNETT, SHAR MARIEVICE PRESIDENT, TREASURER4224171
BOYNE, JAMES JOSEPHVICE PRESIDENT, ASSISTANT TREASURER2370445
DETISCH, JOHN ROBERTVICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, DIRECTOR5895775
DORSEY, LORI ANNVICE PRESIDENT2077073
WEITZ, ANDREW STEVENPRESIDENT; DIRECTOR3070689

Disclosures

Regulatory Event

1

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Nebraska
(6/25/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2023About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Apr 2024About the Series 7TO exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2023About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2023About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Garrett Daniel Randall's CRS (Customer Relationship Summary).

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