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David G
Series 63, Series 65
Hillsboro, OR
Gratke Wealth, LLC
David Gratke is the sole advisor at Gratke Wealth, LLC in Hillsboro, OR, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has led his independent advisory firm since 2000. Outside of his advisory work, he serves on the University of Oregon Alumni Association Board of Directors, is involved in fundraising for the Parry Center for Children, chairs the athletic committee at the Multnomah Athletic Club, and participates in several local nonprofit initiatives including the Chalkboard Project and children’s diabetes support networks. Gratke Wealth, LLC provides tailored advisory services to individuals, pension and profit-sharing plans, banking institutions, charitable organizations, and businesses. The firm offers financial planning, investment asset management, retirement-plan advisory, and insurance-related recommendations, operating primarily on a non-discretionary basis with a fiduciary approach.
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