Best Investors Account Sign in
Inactive

Garrett Scot Eisenhauer

Advantage Wealth Partners

Fort Myers, FL

CRD 7533654

Claim This Profile
Employer firm

Advantage Wealth Partners CRD 329635

$675M 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
Advantage Wealth Partners

8870 Daniels Parkway, Fort Myers, FL 33912 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-11
  • FL RA
    APPROVED
    Since 2024-06-11

Branch Locations

8870 Daniels Parkway, Fort Myers, FL 33912 • 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
Pfs Investments Inc. Los Angeles CA 04/2022 08/2023
Quail West Naples FL 12/2019 08/2023
Waynesboro Country Club Waynesboro PA 03/2019 12/2019
Penn State University State College PA 08/2014 12/2018
Waynesboro Country Club Waynesboro PA 04/2012 09/2016
National Benefit Corp Llc Dba Advantage Retirement Group Fort Myers FL 08/2023 01/2024
Tounijan Advisory Partners, Llc Dba Advantage Retirement Group Fort Myers FL 06/2024 Present
National Benefit Legacy Dba Advantage Retirement Group Fort Myers FL 01/2024 Present
  • 04/2022 → 08/2023
    Pfs Investments Inc.
    Los Angeles, CA
  • 12/2019 → 08/2023
    Quail West
    Naples, FL
  • 03/2019 → 12/2019
    Waynesboro Country Club
    Waynesboro, PA
  • 08/2014 → 12/2018
    Penn State University
    State College, PA
  • 04/2012 → 09/2016
    Waynesboro Country Club
    Waynesboro, PA
  • 08/2023 → 01/2024
    National Benefit Corp Llc Dba Advantage Retirement Group
    Fort Myers, FL
  • 06/2024 → Present
    Tounijan Advisory Partners, Llc Dba Advantage Retirement Group
    Fort Myers, FL
  • 01/2024 → Present
    National Benefit Legacy Dba Advantage Retirement Group
    Fort Myers, FL
Other Businesses

1) Licensed Insurance Agent; National Benefit Legacy d/b/a Advantage Retirement Group; Not Investment Related; Fort Myers, FL; Insurance Professional; Insurance Sales; approximately 50% of time is spent in this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-29
  • S65 Uniform Investment Adviser Law Examination
    2024-05-29

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Fort Myers, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor