Portland, Oregon 401k administrators and providers of self employed, small business and administration of large company plans. Also independent financial planning, investment advisory services and wealth management for individuals and estate planning. David Gratke Wealth Advisors, Managers and Planners. Serving Portland, Bend, Eugene, Roseburg and all of Oregon, as well as Vancouver and Southwest Washington."

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of: California (CA), Georgia (GA), Oregon (OR), Washington (WA).
We are licensed to sell insurance products in the following states of: California (CA), Oregon (OR), Washington (WA). Securities and Advisory Services Offered through KMS Financial Services, Inc. Options or strategies discussed may not be appropriate for all investors. Please consider your individual situation and goals and discuss your strategy with a professional advisor prior to implementation.