Gail Wangen is a registered investment advisor, based in St. Paul, MN, with 21 years of industry experience. Gail is also registered as a broker, so some compensation may come from commissions on products sold.
Location
60 Plato Blvd. E., Suite 310, St. Paul, MN, 55107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gail works as an income tax accountant at Lawrence Cumpston & Assoc., dedicating nearly full-time hours to this role. She also sells handmade crafts through Etsy and craft sales, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
Cl Wealth Management LLC
Previous Registrations
Allied Beacon Partners, INC.Broker
Workman Securities CorporationBroker
State Registrations2 states
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
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