Gretchen Olsen is a registered investment advisor, based in Portland, OR, with 26 years of industry experience. Gretchen is also registered as a broker, so some compensation may come from commissions on products sold.
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, INC.Broker
January 2026 - Present · 9 mos
Raymond James Financial Services Advisors, INC
January 2026 - Present · 9 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
January 2022 - December 2025 · 3 yrs 11 mos
Raymond James Financial Services Advisors, INC
January 2022 - December 2025 · 3 yrs 11 mos
Raymond James & Associates, INC.Broker
August 2014 - December 2021 · 7 yrs 4 mos
Raymond James & Associates, INC.
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 Registrations29 states
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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.
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