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Douglas Waldo Garrett

Tax Favored Retirement

Kansas City, MO

CRD 7199866

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Employer firm

Tax Favored Retirement CRD 298519

$41.2M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Tax Favored Retirement

8500 Ne Sam Ray Rd, Kansas City, MO 64156 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-11-22
KS RA APPROVED 2019-12-09
  • MO RA
    APPROVED
    Since 2023-11-22
  • KS RA
    APPROVED
    Since 2019-12-09

Branch Locations

8500 Ne Sam Ray Rd, Kansas City, MO 64156 • 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
OrganizationCityStateFromTo
Garrett Enterprises, Inc. Sabetha KS 01/1983 Present
Aps Ventures, Llc Overland Park KS 01/2019 Present
  • 01/1983 → Present
    Garrett Enterprises, Inc.
    Sabetha, KS
  • 01/2019 → Present
    Aps Ventures, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-09
  • S65 Uniform Investment Adviser Law Examination
    2019-12-09
Other Names
  • Douglas W Garrett

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC

Nearby Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO

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