Gretchen Hurley Duda
Professional Summary
Gretchen Hurley Duda, who also goes by Gretchen Duda, Gretchen Janice Hurley, is a registered financial advisor currently at THRIVENT ADVISOR NETWORK, LLC located in Camp Hill, Pennsylvania and THRIVENT INVESTMENT MANAGEMENT INC. located in Camp Hill, Pennsylvania. Gretchen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Gretchen has worked at 2 firms and has passed the Series 66, SIE and Series 7...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gretchen Duda, Gretchen Janice Hurley
Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
EAGLE STRATEGIES LLC
FALCON WEALTH PLANNING, LLC
ROCKSIDE INVESTMENTS LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
EAGLE STRATEGIES LLC
FALCON WEALTH PLANNING, LLC
ROCKSIDE INVESTMENTS LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
EAGLE STRATEGIES LLC
FALCON WEALTH PLANNING, LLC
ROCKSIDE INVESTMENTS LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
EAGLE STRATEGIES LLC
FALCON WEALTH PLANNING, LLC
ROCKSIDE INVESTMENTS LLC
Years of Experience
8 years in the financial services industry
Current & Past Employments
Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
EAGLE STRATEGIES LLC
FALCON WEALTH PLANNING, LLC
ROCKSIDE INVESTMENTS LLC
Current Firm
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PEARL STREET WEALTH PARTNERS | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
Contact Information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415Phone Number
(612) 844-8444# of Employees
119SEC notice filing (47 States and Territories)
Registered to provide investment advisory services in 47 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
25,415AUM (Assets Under Management)
$6,835,173,774Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
EAGLE STRATEGIES LLC
FALCON WEALTH PLANNING, LLC
ROCKSIDE INVESTMENTS LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
EAGLE STRATEGIES LLC
FALCON WEALTH PLANNING, LLC
ROCKSIDE INVESTMENTS LLC
Primary Firm SEC Registration
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PEARL STREET WEALTH PARTNERS | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
State Registrations and Notice Filings
(3/23/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
EAGLE STRATEGIES LLC
FALCON WEALTH PLANNING, LLC
ROCKSIDE INVESTMENTS LLC
CRS (Client Relationship Summary) - RIA
Click below to view Gretchen Hurley Duda's CRS (Customer Relationship Summary).
Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
EAGLE STRATEGIES LLC
FALCON WEALTH PLANNING, LLC
ROCKSIDE INVESTMENTS LLC
