Bryce Gartman, CFP®
Partner
Laid back but intense. Bryce is a dynamic professional who wants to be on your team to help you plan and reach for your financial goals. Hyper focused and perfectionistic, Bryce has always had a strong appreciation and understanding of striving for excellence. From racing motorcycles across the country as a young boy to obtaining the CERTIFIED FINANCIAL PROFESSIONAL™ certification in 2021, Bryce has always aspired to excel at what he does. This constant desire propels him to deliver value to clients.
Qualifications
FINRA Series 7/66 registered
Life/Health Insurance licensed
CFP® professional *
5 years’ experience as a registered representative
7 years’ experience within industry
Get to know your advisor
What would your first day of retirement look like?
- I’d either be on a bike, skateboard or taking in some live music (preferably all 3!)
Favorite movie?
- Bottle Rocket
Favorite quote/mantra to live by?
- Do the right thing when no one is looking
Best spot in town for pizza?
- The Post
Is Louisville considered the Midwest or the South?
- I consider Louisville the Midwest. I grew up in Texas and southern culture is strong there. Louisville has elements of that southern culture but it’s too weird to be southern (I’m thinking of the annual zombie walk, goat racing, etc.). The Midwest is undeniably weird.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.