Inactive

Timothy M Garretson

Claim This Profile

Current Employers

Dynamic

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2018-08-13
CA	RA	APPROVED	2018-08-10

AZ RA
APPROVED

Since 2018-08-13
CA RA
APPROVED

Since 2018-08-10

Branch Locations

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

12636 High Bluff Drive Suite 400, San Diego, CA 92130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Berthel Fisher & Company Financial Services, Inc.	San Diego	CA	01/2013	08/2018
Bfc Planning, Inc.	San Diego	CA	08/2016	08/2018
Dynamic Wealth Advisors Dba Pinnacle Private Advisors	Phoenix	AZ	08/2018	07/2025
Dynamic Wealth Advisors Dba Seagrove Wealth Partners	San Diego	CA	07/2025	Present

01/2013 → 08/2018

Berthel Fisher & Company Financial Services, Inc.

San Diego, CA
08/2016 → 08/2018

Bfc Planning, Inc.

San Diego, CA
08/2018 → 07/2025

Dynamic Wealth Advisors Dba Pinnacle Private Advisors

Phoenix, AZ
07/2025 → Present

Dynamic Wealth Advisors Dba Seagrove Wealth Partners

San Diego, CA

Previous Registrations

2013-01-31 → 2018-09-10

Berthel, Fisher & Company Financial Services, Inc.

Phoenix, AZ

Cedar Rapids, IA

Phoenix, AZ

San Diego, CA
2016-09-02 → 2018-09-10

Bfc Planning, Inc.

San Diego, CA

Cedar Rapids, IA
2012-08-28 → 2013-01-14

Next Financial Group, Inc.

Houston, TX

Phoenix, AZ
2009-09-25 → 2012-08-20

Berthel, Fisher & Company Financial Services, Inc.

Chandler, AZ

Cedar Rapids, IA

Pheonix, AZ
2007-03-14 → 2009-09-29

Cambridge Investment Research Advisors, Inc.

Chandler, AZ

Phoenix, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-02-26

S66 Uniform Combined State Law Examination

2007-02-26

Other Names

Tim Garretson
Tim Garretson

View on SEC IAPD

Other Firms

EW ADVISER, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

KESTRA ADVISORY SERVICES, LLC

SMEAD CAPITAL MANAGEMENT, INC.

J.P. MORGAN SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER

Kenneth ALEXANDER Riley

HEATH EDWARD WHETSEL

JOSEPH JOHN MCNAUGHTON

Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

UBS FINANCIAL SERVICES INC. · PHOENIX, AZ

UBS FINANCIAL SERVICES INC. · Phoenix, AZ

UBS FINANCIAL SERVICES INC. · PHOENIX, AZ

KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor