David
Garman

Midwest Wealth Planning Institute LLC

CRD#1462263
Investment Advisor
in Indianapolis, IN

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About this Advisor

David Garman is a financial advisor operating in Indianapolis, Indiana who has 2 years of industry experience. Garman is an employee of Midwest Wealth Planning Institute LLC. Throughout their career, they have worked at Madison Avenue Securities, Inc, Garman Investment Group, Tcm Securities, Inc, Secure Investment Managment, LLC, J.D. Mellberg Financial, Spire Investment Partners, Garman Wealth Advisory, LLC, Dinosaur Financial Group, LLC, Triumph Wealth Advisors, Inc and Newbridge Securities Corporation. Garman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Indiana. Midwest Wealth Planning Institute LLC is a financial advisory business with a branch in Indianapolis, Indiana.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Office Location

11219 Foothill Dr.
Indianapolis, IN 46236

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David Garman Work History

David has been registered as a financial advisor for 2 years.*

2002 - Present (22 years)

Garman Investment Group

2018 - 2019 (1 year)

Newbridge Securities Corporation

2017 - 2017 (< 1 year)

Spire Investment Partners

2017 - 2018 (1 year)

Garman Wealth Advisory, LLC

2016 - 2017 (1 year)

Secure Investment Managment, LLC

2016 - 2016 (< 1 year)

Dinosaur Financial Group, LLC

2015 - 2017 (2 years)

J.D. Mellberg Financial

2015 - 2016 (1 year)

Triumph Wealth Advisors, Inc

2013 - 2016 (3 years)

Tcm Securities, Inc

2012 - 2013 (1 year)

Madison Avenue Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Garman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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