AS
AS

Ann Kay Slechta

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
97 advisors
Number of Clients
7,910 clients
Average Client Portfolio
$625K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:None
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Location

2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Ann is involved in several business activities, including real estate rentals, farming, and operating Slate Insurance Agency as an owner and insurance agent. She also provides investment advisory services through Gladstone Institutional Advisory, dedicating about a quarter of her time to this role, and works full-time at Silverleaf Wealth Management.

Employment History
Current Registrations
Gladstone Wealth Partners
February 2024 - Present · 2 yrs
LPL Financial LLCBroker
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
LPL Financial LLC
August 2019 - May 2024 · 4 yrs 9 mos
Principal Securities, INC.
September 2011 - September 2019 · 8 yrs
Principal Securities, INC.Broker
August 2011 - September 2019 · 8 yrs 1 mo
Money Concepts Capital CORP
January 2009 - August 2011 · 2 yrs 7 mos
Money Concepts Capital CORPBroker
January 2009 - August 2011 · 2 yrs 7 mos
UBS Financial Services INC.
November 2007 - January 2009 · 1 yr 2 mos
UBS Financial Services INC.Broker
August 2007 - January 2009 · 1 yr 5 mos
State Registrations21 states
ALARAZCACOFLGAHIIAILKSMIMNMONCNENVORSDTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.