Advisor at AssetMark, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AssetMark, Inc.
Location
Centerville, MA
Credentials
Series 63, Series 65
Industry experience
28 years
Gretchen Golembewski is a financial advisor at AssetMark, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with AssetMark Financial Holdings, Inc. and AssetMark Brokerage, LLC since 2014. Alongside her advisory role, she serves as Vice President and Director of Business Consulting at AssetMark, Inc. AssetMark, Inc. is an SEC-registered investment adviser that provides advisory, consulting, and managed-account services to financial advisors, institutions, and individual clients. The firm manages a multi-billion dollar platform offering model portfolios, retirement plan services, private markets solutions, and combines proprietary strategies with third-party portfolio managers.
Based on AssetMark, Inc.
Based on AssetMark, Inc.
$0 - $250,000: 0.95% Platform Fee $250,001+: 0.25% Platform Fee or lower depending on account size and solution
Account minimum: $25,000
Centerville, MA
Massachusetts
AssetMark Financial Holdings, Inc
2014 - Present (12 years)
AssetMark Brokerage, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
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Carey S. Roebuck Financial Services, LLC
Series 63, Series 65
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Bogle Wealth Management, LLC
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Starboard Wealth Management, LLC
CFP®
South Dennis, MA
Pier 42 Advisors
At Pier 42 Advisors, we understand that successful wealth planning is about more than just plugging numbers into a formula and generating a generic plan. Instead, it’s about taking the time to understand your specific needs and the “why” behind your motivations. Our goal is to serve as your trusted partner by working alongside you to incorporate your values, emotions, concerns and motivations into a tailored financial plan to guide your actions. By focusing primarily on building relationships, trust and understanding, we are better able to help you achieve your version of financial success, whatever that may be.
CFA®
East Dennis, MA
J. Williams Wealth Management, LLC
CFA®, Series 63, Series 66
Hyannis, MA
Sentinel Advisory Corp
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