Stangier Wealth Management

Stangier Wealth Management (CRD# 171336) is a financial advisory firm headquartered in Portland, OR. They manage $161,000,000 in 1,073 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    1,073
    ACCOUNTS
  • Average Account Value
    $150,047
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR, TX, WA

Financial Advisors at Stangier Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Gretchen Stangier
CRD#: 3022236
9955 Se Washington, Suite 101, Portland, OR 97216
96
Wealthminder
score

Gretchen Stangier (CRD# 3022236) is an Investment Advisor Representative working at Stangier Wealth Management in Portland, OR and has over 20 years of experience in the finance industry. Gretchen Stangier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carol L. Young
CRD#: 5993862
9955 Se Washington, Suite 101, Portland, OR 97216
87
Wealthminder
score

Carol Young (CRD# 5993862) is an Investment Advisor Representative working at Stangier Wealth Management in Portland, OR and has 1 year of experience in the finance industry.

3
Daniel L. Alexander
CRD#: 6562997
9955 Se Washington, Suite 101, Portland, OR 97216
77
Wealthminder
score

Daniel Alexander (CRD# 6562997) is an Investment Advisor Representative working at Stangier Wealth Management in Portland, OR and has over 2 years of experience in the finance industry.

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