Gina Gladwell, financial advisor Menomonie WI
93 score

Gina Gladwell

CRD Number: 5580398
Current Firm: Invest Financial Corporation

Gina Gladwell (CRD# 5580398) is an Investment Advisor Representative working at Invest Financial Corporation in Menomonie, WI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corp Eau Claire, WI Jul 2009 - Current 7
Royal Credit Union Eau Claire, WI Aug 2008 - Current 8
The Beadsnest Eau Claire, WI Apr 2000 - Current 16
Financial Network El Segundo, CA Oct 2008 - Jul 2009 < 1
Erwins 19th Hole Eau Clarie, WI May 2008 - Aug 2008 < 1
Royal Credit Union Eau Claire, WI Oct 2004 - Aug 2008 3
Uwec Eau Claire, WI Aug 2003 - Aug 2008 5
West Central Wisconsin Regional Planning Commission Eau Claire, WI Mar 2007 - Feb 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Gina R. Gladwell
Phone Number: (813) 880-5300
Registered State(s):
  • CA
  • NM
  • WI
  • MN
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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