Gratke Wealth, LLC is a registered investment adviser in the State of Oregon, California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
David Gratke
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David Gratke's details
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David Gratke's presentations
- Plan Sponsors, Are you on Target? A Guide to Understanding your Target Date Fund Program
- The Retirement Reality Check
- Creating a Best-Practices Retirement Plan for Small-Mid Size Businesses-HR.com Feb 13
- Best Practices for retirement plans for small-mid size businesses-SIA
- A Healthy Retirement Plan means a Healthy Company, Healthy Employees; How they are linked.
- Save More Tomorrow: Practical Behavioral Finance Solutions to Improve 401(k) Plans-HR.com
- Understanding New 401(k) Fee Disclosures in 2012
- Best Practices for retirement plans for small-mid size businesses-OIA
- 401(k) Plan Health & Participant Retirement Readiness
Mr. Gratke is CEO of Gratke Wealth, LLC
‘Life is complicated. Retirement doesn’t have to be’
We understand that our clients are busy and don’t have the time to manage their company’s 401(k) plan. We help them put all the pieces in place so their company’s hard earned dollars are optimally at work.