Gina
Bartell
Ledge Wealth
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About this Advisor
Gina Bartell is a certified financial planner operating in Sartell, Minnesota with 10 years of industry experience. Bartell currently works for Ledge Wealth. Over the course of their career, Bartell has held roles at Securities Service Network, Ledge Wealth Management, Inc and Purshe Kaplan Sterling Investments - Ap. Bartell maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in Minnesota. Ledge Wealth is a registered investment business operating out of Sartell, MN. It manages $351 million in assets under management between its 854 accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 854 customer accounts, 33% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Ledge Wealth offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically vary depending on the services provided. Fees charged by Ledge Wealth can be comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ledge Wealth Brokerage Details
$350,927,270
9
854
$410,922
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Gina Bartell Work History
Gina has been registered as a financial advisor for 10 years.*
Purshe Kaplan Sterling Investments - Ap
Ledge Wealth Management, Inc
Securities Service Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gina Bartell 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 Ledge Wealth
Sartell, MN
Sartell, MN
Sartell, MN
Sartell, MN
Sartell, MN
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
