Partner and COO
GINA K. BARTELL, CFP®, CDFA®
Gina has over 18 years’ experience as an investment manager and over 22 years in the financial and accounting industry. Most recently, Gina oversaw investments for her clients at Bremer Investments from 1999 to 2009. She later successfully built her own practice and eventually merged into Ledge Wealth. Gina has a Bachelor of Arts in Accounting from the College of St. Benedict. She holds her Series 6, 7, 63, 66 and life and health insurance licenses. Gina is a Certified Divorce Financial Analyst, CDFA™ and is recognized for specialization in professional, affluent women clients and their unique investment needs.
Gina is a volunteer for St. Wendelin’s Parish and Quiet Oaks Hospice House. She also serves on the CMCF Women’s Fund Planning Committee.
She earned the CERTIFIED FINANCIAL PLANNER™ certification in March of 2017. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
A life-long resident of St. Cloud, Gina and her husband, Joe, enjoy spending time in northern Minnesota fishing, hunting, and cross-country skiing and love watching their boys, Reed and Brett, participate in sports and school activities.