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Gretchen Stangier

Stangier Wealth Management

Clackamas, OR

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Current Employers
Stangier Wealth Management

12550 Se 93Rd Ave Suite 340, Clackamas, OR 97015 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2014-09-10
OR RA APPROVED 2014-08-26
TX RA APPROVED 2014-08-25
  • WA RA
    APPROVED
    Since 2014-09-10
  • OR RA
    APPROVED
    Since 2014-08-26
  • TX RA
    APPROVED
    Since 2014-08-25

Branch Locations

12550 Se 93Rd Ave Suite 340, Clackamas, OR 97015 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gretchen Stangier, Inc. Portland OR 06/2009 Present
  • 06/2009 → Present
    Gretchen Stangier, Inc.
    Portland, OR
Previous Registrations
  • 2001-08-01 → 2014-09-09
    Lpl Financial Llc
    Carrolton, TX
    Portland, OR
  • 1999-07-16 → 2011-11-15
    Von Borstel & Associates, Inc.
    The Dalles, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-17
S63 Uniform Securities Agent State Law Examination 1998-04-03
  • S65 Uniform Investment Adviser Law Examination
    1999-05-17
  • S63 Uniform Securities Agent State Law Examination
    1998-04-03
Designations

View on SEC IAPD

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JESSICA ELIZABETH PORTER
JEFFREY MICHAEL OWENS

Other Offices

TRUE NORTH RETIREMENT ADVISORS, LLC · CLACKAMAS, OR
OSAIC WEALTH, INC. · CLACKAMAS, OR
LPL FINANCIAL LLC · CLACKAMAS, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Clackamas, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Clackamas, OR
LPL FINANCIAL LLC · CLACKAMAS, OR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · CLACKAMAS, OR
LPL FINANCIAL LLC · CLACKAMAS, OR

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