Gina Koshiol Bartell

Employer firm

Dakota Wealth, LLC CRD 297987

$6.94B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 08/2020
  Securities Service Network
  Sauk Rapids, MN
• 11/2012 → 01/2024
  Ledge Wealth Management, Inc.
  Sartell, MN
• 08/2020 → 01/2024
  Purshe Kaplan Sterling Investments - Ap
  Albany, NY
• 01/2024 → Present
  Dakota Wealth Llc
  Sartell, MN

Previous Registrations

• 2013-12-04 → 2024-02-29
  Ledge Wealth
  Sartell, MN
• 2009-08-17 → 2009-10-02
  Raymond James Financial Services Advisors, Inc
  Saint Cloud, MN
• 2006-03-21 → 2009-08-07
  Invest Financial Corporation
  St. Cloud, MN
  Starbuck, MN
  Rice, MN
  St Cloud, MN
  Warren, MN
  St. Cloud, MN

Exams

• S66 Uniform Combined State Law Examination
  2006-03-20
• S63 Uniform Securities Agent State Law Examination
  1999-06-04

Designations

• Certified Financial Planner