Paul Garnett has been an investment adviser representative at Primary Wealth Management since February 2016, and is not listed among the firm’s executive officers or direct owners. Paul Garnett holds a Bachelor of Science in Education from Truman State University.
Primary Wealth Management, LLC is a Beatrice, NE firm with $158M under management, 331 clients and 2 advisers in one office, as of its February 2026 filing.
Paul Garnett is an Investment Adviser Representative of Garnett Investment Strategies in Beatrice, Nebraska. He works with individuals, families, farmers, business owners and retirement-plan sponsors, including on investment management, retirement planning and employer-sponsored retirement plans. He began his financial-services career in 1975 and spent 38 years building an advisory practice and taking on leadership responsibilities for Edward Jones. In 2013 he and Traci Garnett-Froscheiser formed Garnett Investment Strategies.
Paul Garnett’s longest registration is the current one, 10 years at Primary Wealth Management since 2016. Before joining Primary Wealth Management in 2016, Paul Garnett was registered through Securities America Advisors, Inc. and Edward Jones.
- – present · 10 yearsBeatrice, NE · Adviser representative · Firm CRD 282370
- Securities America Advisors, Inc.– · 2 yearsBeatrice, NE · Adviser representative · Firm CRD 110518
- Edward Jones– · 6 yearsBeatrice, NE · Adviser representative · Firm CRD 250
Professional designations
Listed by Primary Wealth Management
- Accredited Asset Management Specialist (AAMS®)
- Certified Plan Fiduciary Advisor (CPFA®)
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 5 July 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 October 1979 |
| Series 7 | General Securities Representative Examination | 15 November 1975 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Paul Dean Garnett
- CRD
- 815379
- Firm
- Primary Wealth Management · CRD 282370
- Office
- 2630 EASTSIDE BLVD., Beatrice, NE 68310
- Registration
- Investment adviser registration
- In the industry since
- April 1976
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- garnettinvestments.com
Where does Paul Garnett work?
Paul Garnett is an investment adviser representative registered through Primary Wealth Management, LLC since February 2016, and is not listed among the firm’s executive officers or direct owners.
Is Paul Garnett a financial advisor?
Yes. Paul Garnett has a current investment-adviser registration, through Primary Wealth Management since February 2016.
How many years of experience does Paul Garnett have?
Paul Garnett has 50 years in the financial industry, since April 1976, across 3 adviser firms.
What exams has Paul Garnett passed?
Paul Garnett has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 1975. FINRA credited Paul Garnett with the SIE, which began in October 2018.
Where did Paul Garnett work before Primary Wealth Management?
Before Primary Wealth Management, Paul Garnett was registered through Securities America Advisors, Inc., August 2013 to October 2015; Edward Jones, July 2007 to August 2013.
Where is Paul Garnett based?
Paul Garnett’s registered office is in Beatrice, NE.
Is Paul Garnett registered with FINRA?
No. Paul Garnett has no current broker registration.
How can I verify Paul Garnett’s record?
Search CRD 815379 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Garnett’s full registration record.