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Garret Gotaas, CFP®

Garret Gotaas, CFP®

LPL Registered Representative

Garret Gotaas, CFP®, LPLRegistered Representative, joined LOC Financial Services in 2016.  

LOC Financial Services maintains a constant commitment to putting service first. As a full-service brokerage office located at a financial institution, his office offers clients an assortment of quality, non-proprietary investments, including:

  • Retirement planning - to design an investment strategy to help you work toward meeting all of your retirement goals
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
  • Individual stocks - to provide you with added long-term growth potential
  • Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Advisor. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
  • Mutual Funds & Tax-Deferred Annuities
  • Insurance Planning-to preserve your family’s future needs

For further information about these topics, or other areas of investing, please don’t hesitate to call or email LOC Financial Services to help you make sense of today’s investment climate. Email Garret Gotaas at garret.gotaas@lpl.com to schedule an appointment.


*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.