Garrett Koopmann
Assistant Vice President
Financial Advisor, LPL
3212 S. Glenstone Ave.
Springfield, MO 65804
I build lasting relationships while constructing personalized financial plans.
With technology advancing at an exponentially fast pace, more and more financial institutions are utilizing “cookie-cutter” portfolios that group all their clients together. I pride myself on building a relationship with you to eliminate the increasingly common feeling of being “just another client”. Together we will build an individualized financial plan that sets you on a path to pursue your financial dreams.
I was born in Dubuque, Iowa with a love of finance and numbers. This love followed me to Springfield, Missouri where I attended college at Missouri State University. My fascination with investments and finances culminated in bachelor’s degree with a double major in Corporate Investments and Financial Planning. I have more than four years of experience in the financial services industry working in a variety of different roles including working for Central Bank in 2020. I’m excited to be part of a team of LPL Financial Advisors who have a wealth of knowledge and experience, all located at Central Bank of the Ozarks.
I would love the opportunity to help propel you in the right financial direction, that will land you solidly on your feet at your financial destination, with me alongside to support you every step of the way.
Achievements:
- Over 4 years in the financial services industry
- Bachelor’s degree in Corporate Investments and Financial Planning, Missouri State University
- Licenses – Series 7 & 66 – Held with LPL Financial”
“If you want to go fast, go alone. If you want to go far, go together.”
We believe a team approach is the best way to serve our client’s needs. The critical investment decisions we make on behalf of our clients are informed by the proven structure of a diverse yet united group of professionals whose sole focus is on helping families pursue their financial goals.
Client-Focused Wealth Management
Central Investment Advisors focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate needs and plan for the future.
Strategies for Your Wealth Management Needs
We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives, and then monitor it to help you stay on track. Our services and strategies include:
- Retirement planning
- Business strategies
- Investment planning
- Small Business strategies
- Estate planning
- Insurance
- Education planning
- Risk management
- Tax strategies
- Gifting strategies
Neither LPL Financial, nor its registered representatives, offer tax or legal advice.