Garrett Dearden, CFP^®

8814 Herons Flight
Laurel, MD 20723

(301) 604-0121 CONNECT WITH Garrett

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Financial Planning Fees Tax Preparation Fees Commissions

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

General

Garrett Dearden is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Laurel, MD and the surrounding communities.

Financial Advisor Overview

Garrett Dearden, CFP® is a financial advisor at his family's wealth management and accounting firm. Garrett is a proud Army veteran, Maryland native, Husband, Dad, and Chelsea F.C. fan. Garrett works with clients across the country to develop their financial goals into a financial plan for success. Garrett joined his family's wealth management and accounting firm that was started in 1996 after a his service as an active duty Army officer. Dearden Financial Services, LLC is designed to help our clients invest smarter, reduce taxes, and retire on their terms.

Financial Advisor Experience

Financial Advisor, Dearden Financial Services, LLC 2022- Present Civil Affairs Officer, U.S. Army Reserve, 2022-2024 Infantry Officer, U.S. Army, 2018-2022 University of Maryland Distinguished Military Graduate, Boren Scholar - Arabic - Morocco Columbia University - Master of Professional Studies - Wealth Management

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: Maryland
Fixed annuities: Maryland
Variable annuities: Maryland

Broker-Dealer Affiliation

Avantax Investment Services, Inc.

Broker-Dealer Disclaimer

Garrett Dearden CFP® is a Financial Advisor offering securities offered through Avantax Investment Services?, Member FINRA(FINRA.ORG), SIPC(SIPC.ORG). Investment advisory services offered through Avantax Advisory Services?. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management, Limited Partnerships, Employee Benefits, Government & Military, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning, Sudden Wealth, Personal Taxes