AdFi
GS

Gretchen Stangier

Investment Adviser Representative at STANGIER WEALTH MANAGEMENT

Clackamas, ORCRD #3022236Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
3 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gretchen Stangier has worked in the securities industry since 1999. They have passed the Series 65, 63, 51, 31, 24, and 7 examinations. They are registered to provide investment advisory services in Oregon, Texas, and Washington.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
OregonTexasWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/17/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 4/3/1998
Series 31
Futures Managed Funds Examination
Passed 6/25/2003
Series 7
General Securities Representative Examination
Passed 3/19/1998
Series 51
Municipal Fund Securities Principal Examination
Passed 10/14/2005
Series 24
General Securities Principal Examination
Passed 4/16/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Less than $500,0000.99%
$500,000 to $1,000,0000.99%
$1,000,001 to $4,000,0000.99%
$4,000,001 and above0.35%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Stangier Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

STANGIER WEALTH MANAGEMENTCurrent
8/25/2014Clackamas, OR
LPL FINANCIAL LLC
8/1/20019/9/2014Portland, OR
OREGON TRAIL FINANCIAL SERVICES, INC
7/16/199911/15/2011The Dalles, OR

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at STANGIER WEALTH MANAGEMENT

2 other advisors in the directory

View STANGIER WEALTH MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gretchen Stangier has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Gretchen Stangier - Financial Advisor in Clackamas, OR | AdvisorFinder