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 |
|---|---|---|
Hillsboro, OR
| 26
|
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