GR
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
29 advisors
Number of Clients
1,490 clients
Average Client Portfolio
$591K average
Assets Under Management
$880.4M
Fee Structure
Financial Plan Fee:$1,500 - $10,000
Hourly Rate:Up to $350/hr
The maximum annual fee for asset management and comprehensive portfolio management is 2.00%, negotiable and billed quarterly in advance. Financial planning is offered at an hourly rate not exceeding $350 or flat fees ranging from $1,500 to $10,000. Retirement plan consulting is billed hourly (max $250), flat fee ($750-$10,000), or as a percentage of plan assets (max 2.00%).
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & Coaching
Loading...
Advisor Information
Office location
201 E. Sandpointe Ave, Suite 460, South Coast Metro, CA, 92707
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2006Closed-No Action
Other Business Activities
Gina owns real estate in Bemidji and Park Rapids, MN, and Rypkema Operations LLC to facilitate her Arise Financial group practice. She also works full-time as a financial advisor with Arise Wealth Management.
Employment History
Current Registrations
Golden State Equity Partners, LLC
January 2023 - Present · 3 yrs
Previous Registrations
Ameriprise Financial Services, LLC
June 2004 - February 2023 · 18 yrs 8 mos
Ameriprise Financial Services, LLC Broker
July 2001 - February 2023 · 21 yrs 7 mos
Ids Life Insurance CompanyBroker
July 2001 - July 2006 · 5 yrs
State Registrations2 states
MNWA
Advisor
Exams
No exam information available for this advisor.