Gina Hartke, financial advisor Altoona WI

Gina Hartke

CRD Number: 5580398
Current Firm: Ameriprise Financial Services, LLC

Gina Hartke (CRD# 5580398) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, LLC Altoona, WI Aug 2023 - Current < 1
The Beadsnest Eau Claire, WI Apr 2000 - Current 24
Lpl Financial LLC Eau Claire, WI Feb 2018 - Aug 2023 5
Royal Credit Union Eau Claire, WI Aug 2008 - Aug 2023 15
Invest Financial Corporation Tampa, FL Jul 2009 - Feb 2018 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Gina R. Hartke
Phone Number: 612-671-3131
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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