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Cheryl Jean Gruetzmacher

Balboa Wealth Partners, Inc.

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About Cheryl Jean Gruetzmacher

Cheryl Gruetzmacher is a financial advisor with Balboa Wealth Partners, Inc. Cheryl has been working in the financial industry since 2006, and has experience with a variety of firms, including Wells Fargo Advisors, LLC, UBS Financial Services Inc. and Merrill Lynch. Cheryl holds Series 66, Series 7 and SIE licenses. Cheryl is registered to provide investment advisory services in California and Texas. Cheryl specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

Firm Information

Cheryl Gruetzmacher is currently registered with Balboa Wealth Partners, Inc.. Balboa Wealth Partners, Inc. is an investment advisor registered with the SEC, headquartered in SCOTTSDALE, AZ. The firm manages approximately $775,979,843 in assets for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. They offer financial planning, pension consulting, portfolio management for individuals, and selection of other advisers. They participate in a wrap fee program.
Balboa Wealth Partners, Inc.

6263 NORTH SCOTTSDALE ROAD

SCOTTSDALE, AZ 85250

$775.98M

Assets Under Management

Not reported

Total Clients

22

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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percentage of assets

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

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Cheryl Gruetzmacher’s Registration & Firm History

AZ

08/21/2024 - Present

Balboa Wealth Partners, Inc. (SCOTTSDALE AZ)

CA

06/14/2013 - 07/29/2016

WELLS FARGO ADVISORS, LLC (TORRANCE CA)

NJ

04/17/2009 - 06/24/2013

UBS FINANCIAL SERVICES INC. (PRINCETON NJ)

NY

04/10/2008 - 03/06/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

AZ

01/01/2006 - 01/09/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 01/26/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/29/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Cheryl Jean Gruetzmacher. Review regulatory record here.
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