Unclaimed Profile

Garrett Heath German

20/20 CAPITAL MANAGEMENT, INC·COSTA MESA, California

SIE, Series 6, Series 7, Series 63, Series 66Clean record21 years registered20/20 CAPITAL MANAGEMENT, INC

940 SOUTH COAST DRIVE, COSTA MESA, CA 92626CRD# 4000167Firm CRD# 281692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Garrett Heath German · COSTA MESA, CA

Registration

CRD #4000167 · 20/20 CAPITAL MANAGEMENT, INC · 21 years registered

Brand Profile

Not yet started

Career History

AMERITAS ADVISORY SERVICES, LLC

Nov 2021 – present

AMERITAS ADVISORY SERVICES

Jul 2018 – Nov 2021

LINCOLN, NE

20/20 CAPITAL MANAGEMENT, INC

Jun 2016 – Jan 2019

Exeter, CA

AMERITAS INVESTMENT CORP

Jun 2006 – Oct 2017

LINCOLN, NE

CARILLON INVESTMENTS, INC

Jan 2005 – Jun 2006

VISALIA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · January 18, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

20/20 CAPITAL MANAGEMENT, INC

CRD 281692 · SEC 801-106924

AUM

$677M

Regulatory assets under management

Employees

2,427 client accounts

Services offered by 20/20 CAPITAL MANAGEMENT, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at 20/20 CAPITAL MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Garrett Heath German offer?

Garrett Heath German specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COSTA MESA, California for a consultation.

What are Garrett Heath German's credentials?

Garrett Heath German is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Garrett Heath German located?

Garrett Heath German is based in COSTA MESA, California, working with 20/20 CAPITAL MANAGEMENT, INC. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.

How does Garrett Heath German charge for services?

Garrett Heath German's firm is compensated through percentage of aum, hourly charges, subscription fees, other: advicepay monthly qtrly subscription. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 20/20 CAPITAL MANAGEMENT, INC?

20/20 CAPITAL MANAGEMENT, INC has approximately 38 employees and manages $677M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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