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Gretchen Carol Hollstein

Litman Gregory Wealth Management, LLC

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About Gretchen Carol Hollstein

Gretchen Hollstein is a financial advisor with Litman Gregory Wealth Management, LLC. Gretchen has been working in the financial industry since 1992. Gretchen is a Certified Financial Planner and holds a Series 6 and Series 63 license. Gretchen has experience working with a variety of clients including individuals, high net worth individuals, corporations, charitable organizations, pension and profit sharing plans. Gretchen is registered with the states of California and Texas.

Firm Information

Gretchen Hollstein is currently registered with Litman Gregory Wealth Management, LLC. Litman Gregory Wealth Management, LLC is a wealth management firm based in Larkspur, CA. They provide portfolio management services for individuals, businesses, and charitable organizations. Their regulatory assets under management total $2,411,865,613.
Litman Gregory Wealth Management, LLC

1100 LARKSPUR LANDING CIRCLE

LARKSPUR, CA 94939

$2.41B

Assets Under Management

1

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Gretchen Hollstein’s Registration & Firm History

CA

02/08/2011 - Present

Litman Gregory Wealth Management, LLC (LARKSPUR CA)

AZ

10/03/1997 - 08/22/2000

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

ME

05/12/1995 - 09/30/1997

FUNDS DISTRIBUTOR, INC. (PORTLAND ME)

AZ

11/24/1992 - 05/16/1995

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

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Licenses & Designations

BC

Issued 12/09/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gretchen Carol Hollstein.
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