Garret Locke, MBA, CRPC®
319-395-6453
glocke@collinscu.org
Throughout my career, one thing has remained constant: a passion for helping people improve their lives. Before becoming a financial advisor, I spent more than 20 years in the healthcare industry helping advance technologies that restored sight and improved people's quality of life. While my profession has changed, my purpose hasn't. That experience reinforced the importance of listening, educating, and finding thoughtful solutions which are principles that continue to guide my work with clients today.
After earning degrees from the University of Washington and the University of Iowa, I found my calling as a financial advisor, combining my passion for helping others with my interest in financial planning. Since joining Collins Wealth Management in 2019, I've had the privilege of helping individuals, families, and business owners make important financial decisions with clarity and confidence.
Based in Cedar Rapids, I work with clients throughout Eastern Iowa and across the country, helping them navigate life's financial decisions through thoughtful planning. Whether you're wondering if you're ready to retire, looking to reduce taxes, seeking guidance on your investments, or planning the legacy you hope to leave, I enjoy simplifying complex financial topics and turning them into a clear path forward.
Well-positioned financial plans are built on trust, education, and long-term relationships. You deserve to understand not only the strategies being recommended, but why they matter and how they fit into your overall goals. By simplifying complex financial topics and focusing on education, the goal is for every client to feel informed, prepared, and confident in the decisions they make about their financial future.
Outside of the office, I enjoy spending time with my wife, Stephanie, and our five adult kids, camping in our camper van, working on DIY projects around our 1898-built home, enjoying running, attending sporting events, exploring new places, and discovering great food and wine along the way. Those experiences keep me grounded and remind me that life isn't measured by account balances, it's measured by the moments we create and the people we share them with.
Guided Wealth Portfolios combines digital investing with personalized guidance from a dedicated advisor. Whether you're just getting started or seeking to grow your wealth, we're here to help. Invest with confidence knowing you have access to professional guidance tailored to your goals whenever you need it.
Important Legal Disclosures
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Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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