David Carl Gratke

Current Employers

Gratke Wealth, Llc

1915 Ne Stucki Avenue 4Th Floor, Hillsboro, OR 97006 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2024-11-26

OR RA
APPROVED

Since 2024-11-26

Branch Locations

1915 Ne Stucki Avenue 4Th Floor, Hillsboro, OR 97006 • 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
Gratke Wealth, Llc (Was David Gratke Investment Advisors, Llc)	Portland	OR	04/2000	Present

04/2000 → Present

Gratke Wealth, Llc (Was David Gratke Investment Advisors, Llc)

Portland, OR

Previous Registrations

1999-07-05 → 2010-10-13

Kms Financial Services, Inc.

Portland, OR

Other Businesses

VARIOUS INSURANCE COMPANIES - NON-INVESTMENT REALTED - SAME ADDRESS - INSURANCE - AGENT/CONTRACTOR - 1 HR/MO - NOT DURING TRADING HRS - LTC, TERM AND VUL INSURANCE SALES MR. GRATKE ENGAGES IN THE FOLLOWING ACTIVITIES: - UNIVERSITY OF OREGON ALUMNI ASSOCIATION - BOARD OF DIRECTORS, CHI PSI ALUMNI CORPORATIONS - PARRY CENTER FOR CHILDREN, FUND RAISING EFFORTS - MULTNOMAH ATHLETIC CLUB - PORTLAND, OR, CHAIR OF THE ATHLETIC COMMITTEE - OREGON BASED CHALKBOARD PROJECT - CHILDREN'S DIABETES SEMINARS AND SUPPORT NETWORK

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-08-15
S63	Uniform Securities Agent State Law Examination	1986-02-24

S65 Uniform Investment Adviser Law Examination

1997-08-15
S63 Uniform Securities Agent State Law Examination

1986-02-24

View on SEC IAPD