Tracy Gaertner

401(k) Conversion Manager at Pensionmark - Santa Barbara, CA, US

Tracy Gaertner's Colleagues at Pensionmark
William McLemore

Advisor

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Greg Kutrow

Managing Director

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Jill Leo

Account Manager

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Sarah King-Hamilton

Client Account Manager

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Mero Capo

Managing Director

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Kirk Ashy

Registered Representative

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James Vanke

Managing Director

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Tracy Gaertner's Contact Details
Email (Verified)
***@pensionmark.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
888-201-5488
Location
United States
Company
Pensionmark
Tracy Gaertner's Company Details
Pensionmark logo, Pensionmark contact details

Pensionmark

Santa Barbara, CA, US • 250 - 499 Employees
Financial Services

Pensionmark Financial Group was founded in 1988 as a consulting firm dedicated to the retirement plan industry. Pensionmark now has over 3,000 corporate retirement plans and $80 billion* in assets supported. With 300 advisors and staff throughout the United States, we have assembled committed and experienced professionals with one guiding purpose in mind: to help Plan Sponsors and Individual Investors meet and exceed their retirement plan needs and obligations. *As of 12/31/2020, the Pensionmark network of advisors and firms provides support to over $80.7 billion in assets across a variety of channels including investment management and retirement plan consulting services, which includes regulatory assets under management (AUM) of over $24.2 billion.Pensionmark Financial Group, LLC ("Pensionmark") is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).

401(k) Profit Sharing Executive Deferred Compensation Defined Benefit Pension Not-for-Profit Wealth Management Retirement Planning Financial Planning B2B Financial Services Financial Advisory Services
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Frequently Asked Questions about Tracy Gaertner
Tracy Gaertner currently works for Pensionmark Financial Group.
Tracy Gaertner's role at Pensionmark Financial Group is 401(k) Conversion Manager.
Tracy Gaertner's email address is ***@pensionmark.com. To view Tracy Gaertner's full email address, please signup to ConnectPlex.
Tracy Gaertner works in the Financial Services industry.
Tracy Gaertner's colleagues at Pensionmark are William McLemore, Greg Kutrow, Jill Leo, Sarah King-Hamilton, Mero Capo, Kirk Ashy, James Vanke and others.
Tracy Gaertner's phone number is 888-201-5488
See more information about Tracy Gaertner