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Gina Koshiol Bartell

LEDGE WEALTH MANAGEMENT, INC.·SARTELL, Minnesota
Unclaimed Profile
2454 8TH AVENUE SOUTH, SARTELL, MN 56377CRD# 3229769Firm CRD# 165713
01

About

Gina Koshiol Bartell is a registered financial advisor based in SARTELL, Minnesota, affiliated with LEDGE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEDGE WEALTH MANAGEMENT, INC.
LEDGE WEALTH
AUM
$351M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at LEDGE WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3229769
Firm CRD# 165713
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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 in SARTELL
Kurt S Durrwachter — LEDGE WEALTH MANAGEMENT, INC.Samuel John Ronlund — LEDGE WEALTH MANAGEMENT, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
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Research
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