Gretchen Curtis, financial advisor Kirkland WA

Gretchen Curtis

CRD Number: 3170443
Current Firm: Spg Advisors LLC

Gretchen Curtis (CRD# 3170443) is an Investment Advisor Representative working at Spg Advisors LLC in Kirkland, WA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Spg Advisors LLC Kirkland, WA Aug 2019 - Current 2
Spg Advisors LLC Kirkland, WA Jun 2019 - Aug 2019 < 1
Auxano Advisors LLC Bellevue, WA Nov 2013 - May 2019 5
Unemployed Kenmore, WA Jun 2013 - Nov 2013 < 1
Symetra Securities, Inc. Bellevue, WA Jan 2004 - Jun 2013 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Gretchen E. Curtis
Phone Number: 425-821-9442
Registered State(s):
  • ID
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    234
    MILLIONS
  • Total Number of Accounts
    1,311
    ACCOUNTS
  • Average Account Value
    $178,140
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, ID, TX, WA

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