Gretchen Stangier
Investment adviser representative at Stangier Wealth Management
17 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$300.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Stangier Wealth ManagementAug 2014 to now
- Gretchen Stangier, Inc.Jun 2009 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
Stangier Wealth Management
Legal name: Gretchen Stangier, Inc.
$300.4MAssets managed
496Clients
2Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3022236
- Firm CRD
- 171336