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Paul Garrett

Garrett Consulting Corporation

101 W. 22nd Street
Suite 200

Lombard, IL 60148
(630) 5765182

About Garrett Consulting Corporation

Garrett Consulting is a professional financial consulting organization that recognizes and strives to fulfill our clients' goals. Over the past 31 years, Paul Garrett has worked one-on-one with private businesses, individual investors, and corporations to come up with comprehensive plans to pursue clients' financial needs.

General Information

Firm Start Year


No.of Employees




Firm CRD#


Name of Broker/Dealer

Commonwealth Financial Network

Name of Custodial Firm

National Financial

States Licensed in


Years of Experience in Financial Services


Number of Years with Current Firm


I work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses


Investment Types

Managed Futures, Bonds, Mutual Funds, Options & Futures, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via phone, Via email, At my office, At your home


Registered Investment Advisor


Registered Representative


Investment Advisor Representative


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 6, Series 7, Series 22, Series 24, Series 63, Series 66

Insurance and Annuity Licenses

Disability, Annuity, Health, Variable Annuity, Long Term Care, Variable Life

Non-Financial Organization Memberships

Better Business Bureau

Firm Information

Firm's Number of Clients


Firm's Number of Planning Clients


Firm's Number of Managed Clients


Assets Managed by Firm


Advisor's Number of Clients


Advisor's Number of Managed Clients


Advisor's Number of Planning Clients


Assets Managed by Advisor


Compensation and Fees

Fee Structure

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts


Compensation Methods

Based on Assets



This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, IL, IN, KS, MI, MO, NC, NE, NV, NY, OH, SC, TN, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member Member FINRA, SIPC, a Registered Investment Adviser. Review our Terms of Use: