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LEDGE WEALTH MANAGEMENT, INC.
LEDGE WEALTH MANAGEMENT, INC.
LEDGE WEALTH
SARTELL, Minnesota
·
3 registered advisors
·
CRD# 165713
SEC# 801-112690
0
320-281-3203
01
Firm Overview
AUM
$351M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at LEDGE WEALTH MANAGEMENT, INC.
3 registered advisors
Gina Koshiol Bartell
SARTELL, Minnesota
CRD# 3229769
Kurt S Durrwachter
SARTELL, Minnesota
CRD# 4207020
Samuel John Ronlund
SARTELL, Minnesota
CRD# 2727091
05
Office Locations
SARTELL, Minnesota
3 advisors
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Data sourced from SEC Form ADV filings. LEDGE WEALTH MANAGEMENT, INC. (CRD# 165713) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.