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Gina Hartke

Ameriprise Financial Services, LLC
17 Years of Experience
Altoona, WI
Broker
View SEC Summary
View SEC Summary

Gina Hartke is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Altoona, WI, with 17 years of industry experience. Gina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1520 Front Porch Pl, Altoona, WI, 54720

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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 Activities

Gina owns a retail business, The Bead's Nest, since 1999. She spends minimal time on this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2023 - Present · 3 yrs 2 mos
Ameriprise Financial Services, LLCBroker
August 2023 - Present · 3 yrs 2 mos
Ameriprise Financial Services, LLC
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
February 2018 - September 2023 · 5 yrs 7 mos
LPL Financial LLC
February 2018 - September 2023 · 5 yrs 7 mos
Invest Financial Corporation
July 2009 - February 2018 · 8 yrs 7 mos
Invest Financial CorporationBroker
July 2009 - February 2018 · 8 yrs 7 mos
Financial Network Investment CorporationBroker
November 2008 - July 2009 · 8 mos
State Registrations6 states
AZILMAMNTXWI
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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