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Gretchen Olsen
26 Years of Experience
Portland, OR
1 DisclosureBroker
Gretchen Olsen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
2701 NW Vaughn Street, Suite 800, Portland, OR, 97210
Get directionsHistory
Regulatory History (1)
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Criminal
March 1993Final Disposition
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2026 - Present · 4 mos
Raymond James Financial Services, INC.
January 2026 - Present · 4 mos
Raymond James Financial Services, INC.Broker
January 2026 - Present · 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2022 - December 2025 · 3 yrs 11 mos
Raymond James Financial Services, INC.Broker
January 2022 - December 2025 · 3 yrs 11 mos
Raymond James & Associates, INC.
August 2014 - December 2021 · 7 yrs 4 mos
Raymond James & Associates, INC.Broker
August 2014 - December 2021 · 7 yrs 4 mos
Morgan Stanley
June 2009 - July 2014 · 5 yrs 1 mo
Morgan StanleyBroker
June 2009 - July 2014 · 5 yrs 1 mo
Citigroup Global Markets INC.
December 2008 - June 2009 · 6 mos
Citigroup Global Markets INC.Broker
January 2000 - June 2009 · 9 yrs 5 mos
State Registrations13 states
AKAZCACOGAHIIDMAMTORUTWAWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.