Unclaimed Profile

Gretchen Stangier

GRETCHEN STANGIER, INC.·CLACKAMAS, Oregon

Series 7, Series 24, Series 31, Series 51, Series 63, Series 65CFPClean record27 years registeredGRETCHEN STANGIER, INC.

12550 SE 93RD AVE, CLACKAMAS, OR 97015CRD# 3022236Firm CRD# 171336

Profile Verification

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

Identity

Gretchen Stangier · CLACKAMAS, OR

Registration

CRD #3022236 · GRETCHEN STANGIER, INC. · 27 years registered

Brand Profile

Not yet started

Career History

STANGIER WEALTH MANAGEMENT

Aug 2014 – present

LPL FINANCIAL LLC

Aug 2001 – Sep 2014

PORTLAND, OR

OREGON TRAIL FINANCIAL SERVICES, INC

Jul 1999 – Nov 2011

THE DALLES, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 31

Series 51

Series 63

Series 65

Registration record

First registered · July 16, 1999

Years registered · 27

Professional designation · CFP

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 Gretchen Stangier offer?

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

What are Gretchen Stangier's credentials?

Gretchen Stangier holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gretchen Stangier located?

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

How does Gretchen Stangier charge for services?

Gretchen Stangier'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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