QS
PFS
QS
PFS

Quentin Garrett Stoker

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
525 clients
Average Client Portfolio
$929K average
Assets Under Management
$487.8M

Fee Structure

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Location

10465 Park Meadows Dr, #107, Lone Tree, CO, 80124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Quentin is the owner/operator of Stoker Advisory, Tax, and Accounting PC, a CPA firm focused on bookkeeping and tax preparation since May 2022. He spends about 10-20% of his time on this non-investment related business.

Employment History
Current Registrations
Gallacher Capital Management, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Thomas Doll
October 2019 - November 2023 · 4 yrs 1 mo
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.