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Gretchen R
Series 63, Series 65
Mankato, MN
Capital Analysts
Gretchen Rehm is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She previously worked at Horace Mann Investors for 18 years before joining Capital Analysts and Lincoln Investment in 2021. Outside of her advisory role, she serves as a school board member and nonprofit board member focused on educational grants. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team that employs a proprietary mutual-fund screening process.
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