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Ann Slechta

Gladstone Wealth Partners
19 Years of Experience
Carroll, IA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Ann Slechta is a registered investment advisor at Gladstone Wealth Partners, based in Carroll, IA, with 19 years of industry experience. Ann is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 8,385 clients with $5.7B in assets under management.

Gladstone Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
8,385 clients
Average Client Portfolio
$678K average
Assets Under Management
$5.7B

Fee Structure

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

Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.

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

710 Simon Ave., Carroll, IA, 51401

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Ann is involved in several business activities, including real estate rentals, farming, and operating Slate Insurance Agency as an owner and insurance agent. She also provides investment advisory services through Gladstone Institutional Advisory, dedicating about a quarter of her time to this role, and works full-time at Silverleaf Wealth Management.

Employment History
Current Registrations
Gladstone Wealth Partners
February 2024 - Present · 2 yrs 8 mos
LPL Financial LLCBroker
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
LPL Financial LLC
August 2019 - May 2024 · 4 yrs 9 mos
Principal Securities, INC.
September 2011 - September 2019 · 8 yrs
Principal Securities, INC.Broker
August 2011 - September 2019 · 8 yrs 1 mo
Money Concepts Capital CORPBroker
January 2009 - August 2011 · 2 yrs 7 mos
Money Concepts Capital CORP
January 2009 - August 2011 · 2 yrs 7 mos
UBS Financial Services INC.
November 2007 - January 2009 · 1 yr 2 mos
UBS Financial Services INC.Broker
August 2007 - January 2009 · 1 yr 5 mos
State Registrations21 states
ALARAZCACOFLGAHIIAILKSMIMNMONCNENVORSDTXVA
AdvisorBrokerBoth

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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