Unclaimed Profile

Carol Lynn Young

GRETCHEN STANGIER, INC.·CLACKAMAS, Oregon

Series 65Clean record9 years registeredGRETCHEN 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. · 9 years registered

Brand Profile

Not yet started

Career History

STANGIER WEALTH MANAGEMENT

May 2017 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 25, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRETCHEN STANGIER, INC.

CRD 171336 · SEC 801-111889

AUM

$235M

Regulatory assets under management

Employees

1,467 client accounts

Services offered by GRETCHEN STANGIER, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GRETCHEN STANGIER, INC. →

Introduction

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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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