GR
CFP
GR
CFP

Gina Rypkema

24 Years of Experience
1 Disclosure

Gina Rypkema is a CFP-designated registered investment advisor at Ascentis Independent Advisors, LLC, based in Dallas, TX, with 24 years of industry experience. Gina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,208 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
2,208 clients
Average Client Portfolio
$749K average
Assets Under Management
$1.7B

Fee Structure

Planning is included in investment management (also available separately)

Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.

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Location

5001 Spring Valley Road, Suite 810W, Dallas, TX, 75244

Get directions

History

Regulatory History (1)
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Customer Dispute
August 2006
Closed-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
Ascentis Independent Advisors, LLC
January 2023 - Present · 3 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
June 2004 - February 2023 · 18 yrs 8 mos
Ameriprise Financial Services, LLCBroker
July 2001 - February 2023 · 21 yrs 7 mos
Ids Life Insurance CompanyBroker
July 2001 - July 2006 · 5 yrs
State Registrations2 states
MNWA
Advisor

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.