Garrett
Bourbina

Landing Point Financial Group

CRD#6653328
Investment Advisor
in Avon, OH

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About this Advisor

Garrett Bourbina is a financial advisor based in Avon, Ohio, working with Landing Point Financial Group. Garrett has previously held positions at Everence, Culvers, Zilwaukee Pool, Mount Vernon Nazarene University, Ameriprise Financial Services, Inc, and Landing Point Financial Group, LLC. Garrett has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Garrett is part of Landing Point Financial Group, which operates out of Avon, Ohio. The firm has 1 office and 18 employees. The firm manages assets totaling $230.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Landing Point Financial Group includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

36350 Detroit Rd.
Avon, OH 44011

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Landing Point Financial Group Brokerage Details

Total Assets Under Management

$230,110,476

OH Average: $2,106,341,625
Total Number of Employees

18

OH Average: 34
Total Number of Accounts

1,457

OH Average: 1,972
Average Account Size

$157,934

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Garrett Bourbina Work History

2021 - Present (4 years)

Landing Point Financial Group, LLC

2016 - 2021 (5 years)

Ameriprise Financial Services, Inc

2015 - 2015 (< 1 year)

Everence

2014 - 2016 (2 years)

Mount Vernon Nazarene University

2012 - 2014 (2 years)

Culvers

2011 - 2014 (3 years)

Zilwaukee Pool

Created with Highcharts 6.0.7

Disclosures

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

Financial Advisors at Landing Point Financial Group

Susan Vasu
Avon, OH
Brian Hider
Avon, OH
Garrett Bourbina
Avon, OH
Casey Davis
Avon, OH
Joey Flinner
Avon, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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