As a CERTIFIED FINANCIAL PLANNER™ professional, Garret focuses on helping clients achieve their goals through individualized advice. His process emphasizes empowering and educating clients so they can make the most informed decisions. Those decisions are based on personalized plans, designed specifically to meet each client's objective, whether it's planning for retirement, assisting with estate strategies, funding for college or anything in between. Garret believes success only occurs through a candid and open partnership with each client, and strives to deliver on that every day.
Garret is a CERTIFIED FINANCIAL PLANNER™ professional. He is FINRA Series 7 and 63 licensed and has a bachelor's degree in Finance from St. Cloud State University. Garret holds life, health, and accident insurance licenses. Prior to joining BCU Wealth advisors, LLC Garret worked as a financial advisor with Ameriprise Financial for 6 years.
He was born and raised in Maple Plain, MN and currently resides in Maple Grove, MN with his fiancé Ashley. In Garret’s free time he coaches youth hockey for Wayzata Youth Hockey Association and volunteers with Special Olympics Minnesota.
“Whether you are saving for your retirement, a children’s education, or a business venture, I will help you set and move toward your goals. I will listen to your dreams for the future, analyze your individual situation and work with you to develop your personal financial roadmap.”
For full bio of Garret Bartel, click here.
Check the background of this investment professional on FINRA's BrokerCheck.