Gretchin Rachelle Scott

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2005 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 07/2008 → Present
  Fortress Financial
  Norman, OK
• 05/2002 → Present
  Gretchin Scott
  Norman, OK

Other Businesses

1.) FORTRESS FINANCIAL - EMPLOYEE - OFFICE OF KARMAN SCOTT - ADMIN ASST - PROVIDING SUPPORT FOR INSURANCE AND FINANCAIL SERVICES - NORMAN, OK - SINCE 07/2008 2.) GRETCHIN SCOTT - AGENT - NON-VARIABLE INSURANCE - NORMAN, OK - SINCE 05/2002 - INVESTMENT RELATED 3.) NOTARY - NOTARY - NOTARY - NORMAN, OK - SINCE 05/2021 - NOT INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2005-11-14

Other Names

• Gretchin Rachelle Fox
• Gretchin Rachelle Pankratz
• Gretchin Rachelle Fox
• Gretchin Rachelle Karpicus