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Traci Danielle Garnett-Froscheiser

PRIMARY WEALTH MANAGEMENT, LLC·BEATRICE, Nebraska
SIE, Series 6, Series 7, Series 63, Series 66Clean record16 years registeredPRIMARY WEALTH MANAGEMENT, LLC
2630 EASTSIDE BLVD., BEATRICE, NE 68310CRD# 4859203Firm CRD# 282370

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Traci Danielle Garnett-Froscheiser · BEATRICE, NE
Registration
CRD #4859203 · PRIMARY WEALTH MANAGEMENT, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

GARNETT INVESTMENT STRATEGIES
Feb 2016 – present
SMITHREED ASSET MANAGEMENT, LLC
Oct 2015 – Feb 2016
Beatrice, NE
SECURITIES AMERICA ADVISORS, INC.
Sep 2013 – Oct 2015
BEATRICE, NE
EDWARD JONES
Jun 2010 – Sep 2013
BEATRICE, NE
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · June 25, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
PRIMARY WEALTH MANAGEMENT, LLC
CRD 282370 · SEC 801-131623
AUM
$123M
Regulatory assets under management
Employees
5
689 client accounts
Services offered by PRIMARY WEALTH MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PRIMARY WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Traci Danielle Garnett-Froscheiser offer?
Traci Danielle Garnett-Froscheiser specializes in Investment Management, Fee-Only Advisory. Contact their office in BEATRICE, Nebraska for a consultation.
What are Traci Danielle Garnett-Froscheiser's credentials?
Traci Danielle Garnett-Froscheiser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Traci Danielle Garnett-Froscheiser located?
Traci Danielle Garnett-Froscheiser is based in BEATRICE, Nebraska, working with PRIMARY WEALTH MANAGEMENT, LLC. Their office serves clients in the BEATRICE metropolitan area and surrounding communities.
How does Traci Danielle Garnett-Froscheiser charge for services?
Traci Danielle Garnett-Froscheiser's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIMARY WEALTH MANAGEMENT, LLC?
PRIMARY WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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