Gretchen M. Schmetter

SCHMETTER & ASSOCIATES LLC

Morrison, CO

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CRD#: 4455576

Professional summary

Gretchen Modrall Schmetter is a registered financial advisor currently at SCHMETTER & ASSOCIATES LLC located in Morrison, Colorado.

Gretchen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Gretchen has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gretchen Modrall Schmetter's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 31, 2012 - Present

SCHMETTER & ASSOCIATES LLC

RIA

CRD#: 154570

Morrison, CO

Past

December 6, 2002 - September 29, 2004

FUNDAMENTALS 1ST ADVISORY LLC

RIA

CRD#: 113995

MORRISON, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(10/31/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/29/2012

Uniform Investment Adviser Law Examination

Current Firm

SCHMETTER & ASSOCIATES LLC

CRD#: 154570 / SEC#:

Colorado

Registered Investment Advisory firm - (10/31/2012 Approved)

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Contact information

Main Address

Morrison, CO

Mailing Address

Phone number

(303) 697-7300

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Gretchen M. Schmetter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gretchen Modrall Schmetter's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHMETTER & ASSOCIATES LLC

FUNDAMENTALS 1ST ADVISORY LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/29/2012

Current Firm

SCHMETTER & ASSOCIATES LLC

Contact information

Documents

Red Flags

Company Information

SCHMETTER & ASSOCIATES LLC

TRUST BUT VERIFY

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