GR
CFP
GR
CFP

Gina Rypkema

25 Years of Experience
Bemidji, MN
1 Disclosure

Gina Rypkema is a CFP-designated registered investment advisor at Ascentis Independent Advisors, LLC, based in Bemidji, MN, with 25 years of industry experience. Gina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 2,815 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
2,815 clients
Average Client Portfolio
$744K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum annual fee charged for asset management and comprehensive portfolio management will not exceed 2.00%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

110 Mag Seven Ct Sw, Suite 100, Bemidji, MN, 56601

Get directions

History

Regulatory History (1)
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Customer Dispute
August 2006
Closed-No Action
Other Business Activities

Gina owns real estate in Bemidji and Park Rapids, MN, and Rypkema Operations LLC to facilitate her Arise Financial group practice. She also works full-time as a financial advisor with Arise Wealth Management.

Employment History
Current Registrations
Ascentis Independent Advisors, LLC
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, LLC
June 2004 - February 2023 · 18 yrs 8 mos
Ameriprise Financial Services, LLCBroker
July 2001 - February 2023 · 21 yrs 7 mos
Ids Life Insurance CompanyBroker
July 2001 - July 2006 · 5 yrs
State Registrations2 states
MNWA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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