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Alden John Gwinn

Tschetter Group

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About Alden John Gwinn

Alden John Gwinn is an Investment Advisor Representative with Tschetter Group. Alden has been in the industry for over 6 years, and has experience with multiple firms in the financial industry. Alden is registered with the state of Washington and has successfully passed the Uniform Investment Adviser Law Examination. Alden's primary area of focus is providing investment advice and financial planning services to individuals, corporations, and pooled investment vehicles.

Firm Information

Alden Gwinn is currently registered with Tschetter Group. Tschetter Group is an investment advisor based in Bellevue, WA with approximately $1.8 billion in regulatory assets under management. They offer a variety of services, including financial planning, pension consulting, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. The firm primarily serves high-net-worth individuals, corporations, and individuals other than high-net-worth.
Tschetter Group

2155 112TH AVE NE

BELLEVUE, WA 98004

$1.81B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alden Gwinn’s Registration & Firm History

WA

10/23/2023 - Present

Tschetter Group (BELLEVUE WA)

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Licenses & Designations

IA

Issued 10/21/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alden John Gwinn.
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