Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gretchen? Claim Your ProfileGretchen Ludwig is an advisor registered with Osaic Wealth, Inc., a firm based in Scottsdale, Arizona. Gretchen has over 8 years of experience in the financial industry. Gretchen is registered in Colorado as an Investment Advisor Representative (IAR) and has Series 7, Series 24, and Series 66 licenses. Previous experience includes working with Raymond James Financial Services, Inc., and Woodbury Financial Services, Inc..
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
01/19/2024 - Present
Osaic Wealth, Inc. (GOLDEN CO)
CO
07/18/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GOLDEN CO)
CO
08/02/2022 - 05/26/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (LONE TREE CO)
CO
10/23/2019 - 08/25/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
06/24/2016 - 01/09/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (LONE TREE CO)
CO
06/19/2015 - 05/27/2016
RAYMOND JAMES & ASSOCIATES, INC. (DENVER CO)
CA
01/16/2015 - 05/05/2015
RAYMOND JAMES & ASSOCIATES, INC. (SAN DIEGO CA)
CO
11/15/2011 - 09/02/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (CASTLE ROCK CO)
BOTH
Issued 03/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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