Gretchen
Stangier
Stangier Wealth Management
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About this Advisor
Gretchen Stangier is a financial advisor based in Clackamas, Oregon, working with Stangier Wealth Management. Gretchen has previously held positions at Gretchen Stangier, Inc and Lpl Financial LLC. Gretchen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon, Texas, and Washington. Currently, Gretchen is part of Stangier Wealth Management, which operates out of Clackamas, Oregon. The firm has 3 employees and manages assets totaling $234.6 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Stangier Wealth Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stangier Wealth Management Brokerage Details
$234,565,000
3
1,467
$159,894
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Gretchen Stangier Work History
Gretchen Stangier, Inc
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Gretchen Stangier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stangier Wealth Management
Portland, OR
Clackamas, OR
Clackamas, OR
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