Garrett Oakley was well on his way to making a mint as a fiduciary wealth manager and advisor to small 401(k) plans.
Just a couple of years out of college, the millennial Certified Financial Planner and Certified Public Accountant was part of a Charlotte, N.C.-based five-person boutique RIA that managed $1.3 billion in assets. Oakley himself ran a $100 million fee-based book of business, generating the better part of seven figures in revenue for the firm.
From there, he took a management position with Baird,
overseeing the firm's east coast financial planning unit, with about 200 advisors under his wing.
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