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Gretchen Tasby Gardinier

Kestra Investment Services, LLC

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About Gretchen Tasby Gardinier

Gretchen Tasby Gardinier has been working in the financial services industry since 2000. Gretchen holds a Series 66 license as well as other FINRA licenses including Series 7, 9, 10, and 24. Gretchen is currently registered with Kestra Investment Services, LLC and is also registered with the state of Texas. Gretchen previously held positions with CHARLES SCHWAB & CO., INC., CYBERTRADER, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY.

Firm Information

Gretchen Gardinier is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

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.

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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Gretchen Gardinier’s Registration & Firm History

TX

08/05/2024 - Present

Kestra Investment Services, LLC (AUSTIN TX)

TX

08/17/2007 - 01/10/2024

CHARLES SCHWAB & CO., INC. (Austin TX)

TX

11/02/2000 - 12/07/2007

CYBERTRADER, INC. (AUSTIN TX)

MN

06/07/2000 - 10/23/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/07/2000 - 10/23/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/14/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/22/2008

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/11/2008

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/20/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gretchen Tasby Gardinier.
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