Gina
Rypkema

Golden State Equity Partners, LLC

CRD#4394143
Investment Advisor
in Santa Ana, CA

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About this Advisor

Gina Rypkema is a financial advisor based in Santa Ana, California, working with Golden State Equity Partners, LLC. Gina has previously held a position at Ameriprise Financial Services, Inc. Gina has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Washington. Currently, Gina is part of Golden State Equity Partners, LLC, which operates out of Santa Ana, California. The firm has 20 offices and 25 employees. The firm manages assets totaling $743.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Golden State Equity Partners, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

201 E. Sandpointe Ave Suite 460
Santa Ana, CA 92707

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Golden State Equity Partners, LLC Brokerage Details

Total Assets Under Management

$743,725,447

CA Average: $7,578,581,321
Total Number of Employees

25

CA Average: 43
Total Number of Accounts

4,106

CA Average: 3,727
Average Account Size

$181,131

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Gina Rypkema Work History

2002 - Present (22 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Gina Rypkema to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Golden State Equity Partners, LLC

Jordan Vander Poorten
Santa Ana, CA
David Eldridge
Santa Ana, CA
Lee Jones
Santa Ana, CA
Kelli Young
North Bend, WA
James Miller
Anchorage, AK
Mary Avella
Lafayette, CA
John Zamboanga
Santa Ana, CA
David Leighton
Santa Ana, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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