Gretchen McLaughlin (CRD# 4994283) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Denver, CO and has over 18 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Plymouth, MN | Jan 2021 - Current | 2 |
| Wealth Enhancement Advisory Services | Plymouth, MN | Jan 2021 - Current | 2 |
| Rmb Capital Management, LLC | Denver, CO | Aug 2018 - Dec 2020 | 2 |
| Wells Fargo Clearing Services | Denver, CO | Nov 2016 - Aug 2018 | 1 |
| Wells Fargo Bank | Denver, CO | Nov 2016 - Aug 2018 | 1 |
| Ubs Financial Services Inc. | Denver, CO | Sep 2015 - Dec 2016 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver, CO | Aug 2015 - Sep 2015 | < 1 |
| Unemployed | Unemployed, CO | Sep 2011 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2007 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- CO
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Total Assets Under Management56,393MILLIONS
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Total Number of Accounts128,050ACCOUNTS
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Average Account Value$440,396
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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