Marshall Garrett has been an investment adviser representative at Zimmerman Wealth Management since March 2021, and is not listed among the firm’s executive officers or direct owners. Marshall Garrett holds a Bachelor of Business Administration in Economics from St. Edward's University, an MBA from Texas Tech University and a Master of Science in Personal Financial Planning from Texas Tech University.
Zimmerman Wealth Management, LLC is an Evanston, IL firm with $472M under management, 225 clients and 5 advisers in one office, as of its August 2026 filing.
Marshall A. Garrett is Wealth Advisor of Zimmerman Wealth Management, LLC, based in Evanston, IL. He joined the firm in 2013 after gaining experience in client service and portfolio administration at another financial planning firm.
- – present · 5 yearsEvanston, IL · Adviser representative · Firm CRD 127526
Professional designations
Listed by Zimmerman Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Marshall Garrett is registered as an investment adviser representative in Illinois, since March 2021.
- IllinoisSince 12 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 December 2019 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7350982
- Firm
- Zimmerman Wealth Management · CRD 127526
- Office
- 500 DAVIS STREET, SUITE 1005, Evanston, IL 60201
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zimmermanwealth.com
Where does Marshall Garrett work?
Marshall Garrett is an investment adviser representative registered through Zimmerman Wealth Management, LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Marshall Garrett a financial advisor?
Yes. Marshall Garrett has a current investment-adviser registration in Illinois, through Zimmerman Wealth Management since March 2021.
How many years of experience does Marshall Garrett have?
Marshall Garrett has 5 years in the financial industry, since March 2021, across 1 adviser firm.
What exams has Marshall Garrett passed?
Marshall Garrett passed the Series 65 in December 2019.
Where is Marshall Garrett based?
Marshall Garrett’s registered office is in Evanston, IL.
Is Marshall Garrett registered with FINRA?
No. Marshall Garrett has no current broker registration.
Is Marshall Garrett a CFP?
Zimmerman Wealth Management lists Marshall Garrett with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: MARSHALL A. GARRETT, CFP® biography, zimmermanwealth.com
How can I verify Marshall Garrett’s record?
Search CRD 7350982 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marshall Garrett’s full registration record.
