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Carol Lynn Young

GRETCHEN STANGIER, INC.·CLACKAMAS, Oregon
Unclaimed Profile
12550 SE 93RD AVE, CLACKAMAS, OR 97015CRD# 5993862Firm CRD# 171336
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GRETCHEN STANGIER, INC.
STANGIER WEALTH MANAGEMENT
AUM
$235M
Regulatory assets under management
Employees
3
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5993862
Firm CRD# 171336
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in CLACKAMAS
Wai Ngan Henry Yu — SUMMA GLOBAL ADVISORS, LLCRaymond Alfred Birch — PINNACLE WEALTH ADVISORS, INC.Steven Michael Jossi — BIRCH & JOSSI FINANCIAL ADVISORS, INC.Gretchen Stangier — GRETCHEN STANGIER, INC.Rachel Jean Wakefield — SUMMA GLOBAL ADVISORS, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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