Gretchen Rae Stroemer

Current Employers

Verity Asset Management

280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2011-07-29

NC RA
APPROVED

Since 2011-07-29

Branch Locations

Chapel Hill, NC • United States

280 S Mangum St Ste 550, Durham, NC 27701-3676 • 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

Organization	City	State	From	To
H & R Block	Hillsborough	NC	01/1983	11/2024
Verity Asset Management, Inc	Durham	NC	10/2009	Present
Verity Investments, Inc	Durham	NC	06/2011	10/2025

01/1983 → 11/2024

H & R Block

Hillsborough, NC
10/2009 → Present

Verity Asset Management, Inc

Durham, NC
06/2011 → 10/2025

Verity Investments, Inc

Durham, NC

Previous Registrations

2009-10-12 → 2011-07-29

Verity Investments, Inc.

Durham, NC

Durham, NC

Hillsborough, NC

Chapel Hill, NC
2007-12-18 → 2009-10-02

Ameriprise Advisor Services, Inc.

Hillsborough, NC

Elizabeth City, NC

Kansas City, MO
2005-01-13 → 2005-12-31

Verity Investments, Inc.

Durham, NC

Other Businesses

1) Stroemer Accounting & Finance; Not investment-related; Chapel Hill, NC; Accounting agency; Sole proprietor; Owner operator; 10/2018; 1 hour per week; 1 during market hours; Accounting and tax preparation. 2) Rotary Club of Chapel Hill; Not investment-related; Chapel Hill, NC; Charitable institution; Officer; Treasurer; 12/2024; 10 hours per month; 10 during market hours; Responsible for the accounting for the club.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-01-06
S63	Uniform Securities Agent State Law Examination	1996-09-10

S66 Uniform Combined State Law Examination

2005-01-06
S63 Uniform Securities Agent State Law Examination

1996-09-10

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