Meet the Investment Team Garrett Johnson
Centralized Wealth Advisor
Garrett Johnson is a centralized wealth advisor at Mountain America Investment Services, serving clients since 2021. Garrett specializes in offering video and phone appointments, catering to clients who prefer virtual interactions or are unable to meet in person.
Garrett has been in the financial industry since 2020. His professional background includes roles as a financial services representative for Mountain America Credit Union and a service associate for Mountain America Investment Services. He holds several key certifications, including Series 7 and Series 66 securities licenses through LPL Financial, as well as a life insurance license.
Outside of his professional life, Garrett enjoys a variety of activities such as golfing, playing pickleball, snowboarding and spending quality time with his family. Additionally, he is fluent in Spanish, which allows him to connect with a broader range of clients.
CONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
