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David Gratke

Retirement, Investing, Lifestage Based Planning
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“With over two decades of experience in the financial industry, David Gratke helps companies, teams and individuals move from success to significance with beyond active financial planning advice and management.”
Firm:

Gratke Wealth, LLC

Job Title:

Founder

Biography:

David Gratke’s belief is that a life in balance is vital to reaching your financial summit: that picture of what your financial future looks like, when it will be and how it will feel when you reach it. When David’s not helping his clients plan for and achieve their retirement and financial goals, his trademark boots can be found en route to the slopes, cyclocross track, climbing a peak or riding the waves on the Oregon Coast.

Having been raised in a banking family, and after graduating from the University of Oregon with a BS in finance, David was employed by some of the financial industry’s giants in 1980. He has seen the industry change over time. He’s seen what works, and what doesn’t, and he takes pride in his ability to provide the modern equivalent of the trusted financial advisor of the past. Today David’s boots can be found at his own practice: 1915 NW Amberglen Pkwy, 4th Floor Beaverton, OR 97006.

Education:

BS, Finance, University of Oregon

Fee Structure:

Hourly and Fee

CRD Number:

1451919

Disclaimer:

Gratke Wealth, LLC is a registered investment adviser in the State of Oregon, California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Videos
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Most Helpful
    401(k), IRAs
Should I stop contributing to my 401(k) and build up my cash?
0% of people found this answer helpful

Are you receiving an employer match inside of your 401(k)? You didn't mention, but if you are, that could be sizeable to pass up. Is it possible that after your employment, you can become self-employed? If so, then consider a 'Solo 401(k) where a loan option is available, unlike IRAs. Just some alternative ideas to think about from the advice you have already received.

November 2017
    401(k), Stocks
Where should I move my 401(k) gains before the bull stock market ends, in preparation for a market crash?
14% of people found this answer helpful
November 2017
    Social Security, 401(k)
Should we receive social security or withdraw funds from our 401(k)?
0% of people found this answer helpful
November 2017
    Financial Planning, Retirement Savings, Asset Allocation
How do you know when you have enough saved for retirement?
17% of people found this answer helpful
November 2017
    Life Insurance, End of Life, Women & Money
How should I invest my late husbands life insurance policy?
November 2017