Latonya Bousquet is a registered investment advisor at Gladstone Wealth Partners, based in Omaha, NE, with 25 years of industry experience. Latonya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
12801 Pierce St, #100, Omaha, NE, 68144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Latonya operates her LPL business under the DBA Silverleaf Wealth Management since 2021. She also provides investment advisory services through Gladstone Institutional Advisory, spending nearly full-time hours on this activity, and is a registered representative with LPL Financial, dedicating about half her time. Resilient Private Wealth is a business entity for tax/investment purposes only, taking up nearly full-time hours.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Silverleaf Advisor Group, LLC
Edward Jones
Edward JonesBroker
State Registrations18 states
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