A complete list of active advisors currently associated with Gratke Wealth, LLC

Warmer can help you find a great advisor at Gratke Wealth, LLC or one who fits your needs even better.

The firm provides tailored advisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, banking and thrift institutions, charitable organizations, and business entities. Core offerings described in the brochure include written financial planning, investment asset management, retirement-plan advisory services, and insurance-related recommendations covering life, health, disability and long-term care. As a fiduciary, the firm customizes portfolios to clients’ objectives and timelines, issues written financial plans, and conducts reviews at least annually while sharing newsletters and website updates with clients. The firm typically operates on a non-discretionary basis—seeking client approval before executing transactions—and uses a range of strategies from long-term investing to short-term trading, options writing and managed futures. Noteworthy features in the brochure that distinguish the firm from many peers are its primarily non-discretionary AUM, the advisor’s activity as an insurance agent (which can create additional compensation considerations), and the provision of periodicals/online newsletters plus educational seminars and pension/401(k) consulting for employer plans. The combination of institutional retirement-plan work, regular client-focused publications and insurance-related services is less common among similarly categorized independent advisors.

To learn more about the advisors currently working at Gratke Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Gratke	Hillsboro, OR	27

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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