Stangier Wealth Management

Stangier Wealth Management (CRD# 171336) is a financial advisory firm headquartered in Clackamas, OR. They manage $234,565,000 in 1,467 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
12550 Se 93rd Ave, Suite 340, Clackamas, OR 97015
http://www.stangierwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    235
    MILLION
  • Total Number of Accounts
    1,467
    ACCOUNTS
  • Average Account Value
    $159,894
Compensation Options
  • A percentage of assets under your management
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
The map below shows states where this firm has explicit registration only.

AL, AZ, GA, ID, LA, OR, SC, TX, WA

Financial Advisors at Stangier Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Gretchen Stangier, financial advisor Clackamas OR
Gretchen Stangier
CRD#: 3022236
12550 Se 93rd Ave, Suite 340, Clackamas, OR 97015

Gretchen Stangier (CRD# 3022236) is an Investment Advisor Representative working at Stangier Wealth Management in Clackamas, OR and has over 26 years of experience in the finance industry.

2
Carol Young, financial advisor Portland OR
Carol L. Young
CRD#: 5993862
9955 Se Washington, Suite 101, Portland, OR 97216

Carol Young (CRD# 5993862) is an Investment Advisor Representative working at Stangier Wealth Management in Portland, OR and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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