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Geoffrey Nyle Gruetzmacher

Copia Wealth Management

Bend, OR

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Current Employers
Copia Wealth Management

572 Sw Bluff Drive #100, Bend, OR 97702 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-10-11
OR RA APPROVED 2022-03-15
  • CA RA
    APPROVED
    Since 2022-10-11
  • OR RA
    APPROVED
    Since 2022-03-15

Branch Locations

572 Sw Bluff Drive #100, Bend, OR 97702 • 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
Copia Wealth Management Bend OR 01/2021 Present
City Of Kennewick Kennewick WA 04/2004 01/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-15
  • S65 Uniform Investment Adviser Law Examination
    2022-03-15
Other Names
  • Geoff Nyle Gruetzmacher

View on SEC IAPD

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Other Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

More in Bend, OR

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