Unclaimed Profile

Carol Lynn Young

GRETCHEN STANGIER, INC.·CLACKAMAS, Oregon

Clean recordGRETCHEN STANGIER, INC.

12550 SE 93RD AVE, CLACKAMAS, OR 97015CRD# 5993862Firm CRD# 171336

Profile Verification

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

Identity

Carol Lynn Young · CLACKAMAS, OR

Registration

CRD #5993862 · GRETCHEN STANGIER, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carol Lynn Young is a registered financial advisor based in CLACKAMAS, Oregon, affiliated with GRETCHEN STANGIER, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

GRETCHEN STANGIER, INC.

STANGIER WEALTH MANAGEMENT

AUM

$235M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GRETCHEN STANGIER, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5993862

Firm CRD# 171336

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carol Lynn Young offer?

Carol Lynn Young specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CLACKAMAS, Oregon for a consultation.

What are Carol Lynn Young's credentials?

Carol Lynn Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carol Lynn Young located?

Carol Lynn Young is based in CLACKAMAS, Oregon, working with GRETCHEN STANGIER, INC.. Their office serves clients in the CLACKAMAS metropolitan area and surrounding communities.

How does Carol Lynn Young charge for services?

Carol Lynn Young's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRETCHEN STANGIER, INC.?

GRETCHEN STANGIER, INC. has approximately 3 employees and manages $235M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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