Unclaimed Profile

Sheryl Diane Garrett

GARRETT INVESTMENT ADVISORS, LLC·MANHATTAN, Kansas

Series 7, Series 63, Series 65Clean record27 years registeredGARRETT INVESTMENT ADVISORS, LLC

1107 HYLTON HEIGHTS RD, MANHATTAN, KS 66502CRD# 1631873Firm CRD# 159359

Profile Verification

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

Identity

Sheryl Diane Garrett · MANHATTAN, KS

Registration

CRD #1631873 · GARRETT INVESTMENT ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GARRETT INVESTMENT ADVISORS, LLC

GARRETT INVESTMENT ADVISORS, LLC

Jul 2012 – Oct 2019

MANHATTAN, KS

GARRETT FINANCIAL PLANNING, INC.

Sep 1998 – Dec 2003

SHAWNEE, KS

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 15, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CGN ADVISORS, LLC

CRD 159359 · SEC 801-72913

AUM

$1.1B

Regulatory assets under management

Employees

3,627 client accounts

Services offered by CGN ADVISORS, LLC

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 CGN ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Sheryl Diane Garrett offer?

Sheryl Diane Garrett specializes in Financial Planning, Investment Management, Wealth Management.

What are Sheryl Diane Garrett's credentials?

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

Where is Sheryl Diane Garrett located?

Sheryl Diane Garrett is based in MANHATTAN, Kansas, last registered with GARRETT INVESTMENT ADVISORS, LLC.

How does Sheryl Diane Garrett charge for services?

Sheryl Diane Garrett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GARRETT INVESTMENT ADVISORS, LLC?

GARRETT INVESTMENT ADVISORS, LLC has approximately 42 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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