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Gina Koshiol Bartell

LEDGE WEALTH MANAGEMENT, INC.·SARTELL, Minnesota
SIE, Series 6, Series 7, Series 63, Series 66, Series 99TOCFPClean record20 years registeredLEDGE WEALTH MANAGEMENT, INC.
2454 8TH AVENUE SOUTH, SARTELL, MN 56377CRD# 3229769Firm CRD# 165713

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gina Koshiol Bartell · SARTELL, MN
Registration
CRD #3229769 · LEDGE WEALTH MANAGEMENT, INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

DAKOTA WEALTH, LLC
Jan 2024 – present
LEDGE WEALTH
Dec 2013 – Feb 2024
SARTELL, MN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Aug 2009 – Oct 2009
SAINT CLOUD, MN
INVEST FINANCIAL CORPORATION
Mar 2006 – Aug 2009
ST. CLOUD, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Series 99TO
Registration record
First registered · March 21, 2006
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEDGE WEALTH MANAGEMENT, INC.
CRD 165713 · SEC 801-112690
AUM
$351M
Regulatory assets under management
Employees
9
854 client accounts
Services offered by LEDGE WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LEDGE WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Gina Koshiol Bartell offer?
Gina Koshiol Bartell specializes in Financial Planning, Investment Management. Contact their office in SARTELL, Minnesota for a consultation.
What are Gina Koshiol Bartell's credentials?
Gina Koshiol Bartell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Gina Koshiol Bartell located?
Gina Koshiol Bartell is based in SARTELL, Minnesota, working with LEDGE WEALTH MANAGEMENT, INC.. Their office serves clients in the SARTELL metropolitan area and surrounding communities.
How does Gina Koshiol Bartell charge for services?
Gina Koshiol Bartell's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEDGE WEALTH MANAGEMENT, INC.?
LEDGE WEALTH MANAGEMENT, INC. has approximately 9 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEDGE WEALTH MANAGEMENT, INC.

Kurt S Durrwachter
SARTELL, MN
CFP
Samuel John Ronlund
SARTELL, MN

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