Unclaimed Profile

David Carl Gratke

GRATKE WEALTH, LLC·BEAVERTON, Oregon

Series 7, Series 8, Series 63, Series 65Clean record26 years registeredGRATKE WEALTH, LLC

1500 NW BETHANY BLVD, BEAVERTON, OR 97006CRD# 1451919Firm CRD# 145983

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Carl Gratke · BEAVERTON, OR

Registration

CRD #1451919 · GRATKE WEALTH, LLC · 26 years registered

Brand Profile

Not yet started

Career History

GRATKE WEALTH, LLC

Mar 2008 – present

KMS FINANCIAL SERVICES, INC

Mar 2003 – Oct 2010

PORTLAND, OR

KMS FINANCIAL SERVICES, INC

Jul 1999 – Dec 2002

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · July 5, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRATKE WEALTH, LLC

CRD 145983 · SEC 801-68835

AUM

$45M

Regulatory assets under management

Employees

175 client accounts

Services offered by GRATKE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GRATKE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does David Carl Gratke offer?

David Carl Gratke specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEAVERTON, Oregon for a consultation.

What are David Carl Gratke's credentials?

David Carl Gratke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Carl Gratke located?

David Carl Gratke is based in BEAVERTON, Oregon, working with GRATKE WEALTH, LLC. Their office serves clients in the BEAVERTON metropolitan area and surrounding communities.

How does David Carl Gratke charge for services?

David Carl Gratke's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRATKE WEALTH, LLC?

GRATKE WEALTH, LLC has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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