Over a combined 50 year history, our team has earned a reputation for consistently offering clear financial guidance for individuals and businesses.
Our dedication to developing lasting relationships is an attribute shared by all of our team members as we help you assess your financial goals and participate in the management of your finances.
Our Values
Clients’ Interests First
Impact People’s Lives
Meet the Team
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Kurt Durrwachter
CFP®, CRPS®
CEO | Founder -
Gina K. Bartell
CFP®, CDFA®
COO | Partner -
Sam Ronlund
Advisor | Partner -
Robin Schaa
CFP®
Financial Planning Associate -
Marshall Grams
CFP®
Advisor -
Kevin J. Kluesner
Advisory Board -
Sandra Middendorf
Client Service Associate -
Chelsea Bentley
Director of Client Experience -
Seth Jungels
Investment Operations Associate
Kurt Durrwachter
CFP®, CRPS®CEO | Founder
As CEO and founder of Ledge, Kurt has created a unique, comprehensive wealth management firm focused exclusively on putting client needs first. His passion for solving the challenges facing sophisticated investors shows through the team and clientele at Ledge Wealth. Kurt has been in the industry for over 22 years'. He was recognized as a Top 40 Advisor from 2016 through 2020 and has been noticed by the communities he serves with honors like St. Cloud Times 5 Under 40.
Kurt lives in Sartell with his wife and three children, Eddie, George and Lyla. The inspiration behind the name Ledge originated from combining their three names. After meeting his wife, Krista, they decided to build their family and careers in Central MN. When Kurt’s not at work, he’s busy with his family, playing music or spending time outdoors.
Kurt is a CERTIFIED FINANCIAL PLANNER™, recognized by the CFP® Board of Standards, Inc., the industry’s most recognized designation awarded after successful completion of the education and experience requirements, and passing the rigorous 10-hour, two-day board exam. He is also a Chartered Retirement Plans Specialist℠ through Denver’s College of Financial Planning. Kurt earned his bachelor’s degree from the University of Minnesota.
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Gina K. Bartell
CFP®, CDFA®COO | Partner
Gina has over 23 years’ experience as an investment manager and over 27 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. She has a Bachelor of Arts in Accounting from the College of St. Benedict. 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 Rocori Dollars for Scholars 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.
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Sam Ronlund
Advisor | PartnerSam is one of the Partners with Ledge Wealth Management and has been in the industry for over 25 years. Prior to joining Ledge Wealth, he worked in an investment liaison role between larger investment institutions and financial advisor firms throughout the upper Midwest. At Ledge, he spends most of his times working directly with clients while also working with businesses assisting with their corporate retirement plans. As a member of Ledge’s investment committee, he also spends a considerable amount of time determining the right investment mix of Ledge’s clients. He lives in Golden Valley with his wife Laura, son Gus, daughter Cleo and chocolate labs Bea and Honey. The whole family can be found downhill skiing in the winter and trying to golf in the summer.
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Robin Schaa
CFP®Financial Planning Associate
Robin joined Ledge Wealth in 2013 as Client Service Coordinator. A graduate of St. Cloud State University, Robin has evolved from her administrative role to now becoming an active member in the financial planning process. Most recently, gaining the experience and knowledge necessary, she passed the rigorous CERTIFIED FINANCIAL PLANNER™ exam in November of 2021. As Robin has grown with Ledge Wealth so has her enjoyment in the subjective nature of financial planning as she finds solutions for our client’s intricate financial goals.
Robin currently lives in Sartell with her husband, Jeremy, and two daughters, Kennedy and Olivia. Originally from Lakeville, Robin moved to St. Cloud to attend college and never left. She attributes that fact to the local community and more importantly the relationships she made along the way. With two young girls, her time off is usually spent on the lake or children activities.
Robin also chooses to serve the community in other ways. Volunteering is a way for the Schaa family to give back, whether at school events or being an active supporter of Anna Marie’s Alliance; where Robin serves on the Board of Directors. Anna Marie’s Alliance is a local organization focused on providing education, intervention, and advocacy to those affected by relationship abuse.
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Marshall Grams
CFP®Advisor
Marshall joined the Ledge Wealth team in September of 2019. A St. Cloud State University graduate and 16-year Military Veteran, Marshall serves as a trusted advisor to complex and affluent clients. Marshall is a CERTIFIED FINANCIAL PLANNER™ professional fully recognized by the CFP® Board of Standards, Inc. Marshall leads the Medical Planning Practice at Ledge Wealth, serving medical professionals throughout central Minnesota, and military physicians across the country.
Before joining Ledge, Marshall worked as an Investment Consultant advising clients in the upper Midwest for a national financial advisory firm. He continues to serve our country as a Chief Warrant Officer 2, flying Blackhawk MEDEVAC Helicopters for the Minnesota Army National Guard.
Currently, Marshall volunteers his time with the Sartell Youth Hockey Association and through his appointment to the St. Cloud Regional Airport Authority where he serves as Treasurer. In his free time, he spends as much time as possible with his wife Kelsay and their 3 kids at their home in Sartell.
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Kevin J. Kluesner
Advisory BoardKevin has worked in financial services and investment management for more than 30 years, in various capacities at Merrill Lynch, PrimeVest Financial Services and Marquette Bank Investment Services.
In 2001, Kevin founded Kluesner Financial in St. Joseph, MN working with a select group of families and individuals to help meet their investment and retirement goals. In 2017 Kevin merged his practice with Ledge Wealth, retired from client responsibilities in 2021 and now serves the firm in an advisory capacity.
Kevin resides in St. Joseph with his wife, Amy. He serves on the City Council. He and Amy are active in their church, enjoy time at their lake home near Park Rapids and regularly travel to Red Wing to visit their son and daughter-in-law, Paul and Missy Kluesner, to enjoy the company of their four grandchildren.
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Sandra Middendorf
Client Service AssociateSandra joined the Ledge Wealth team as a Client Service Associate in November of 2017. She has over 15 years of client service experience in the financial services industry. In her current position, she works closely with our Senior Advisors in a variety of capacities that help them provide the best experience possible for clients. She offers daily support by actively meeting the account servicing needs of our clients. She also prepares and assists in client review meetings and the financial planning process.
Sandra supports the Chief Compliance Officer in development and implementation of policies and procedures. Her attention to detail ensures we remain in compliance with regulatory requirements.
She has been involved with Big Brothers Big Sisters for 3 years as a mentor to a young lady. Together they enjoy walks, ice cream, and just talking about life.
Sandra lives in Sartell with her husband, Scott. They enjoy playing pickleball, hiking, watching movies, spending time with their son and other family members and friends.
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Chelsea Bentley
Director of Client ExperienceChelsea joined the Ledge Wealth team in February of 2020 as Administrative Assistant. She has 10 years experience in the financial industry, as well as 15 years of customer service experience.
She greets clients as they come to the office for meetings, manages incoming calls, processes paperwork for the advisors, as well as any other office duties assigned. After her first year at Ledge Wealth, her role evolved to oversee the branding and marketing division, as well as manage the CRM software. If you come by the office, she is likely to be the first smiling face you see!
Originally from California, Chelsea currently lives in St. Cloud with her two daughters, Aurora and Emerald. When she’s not in the office she enjoys practicing yoga, working on projects around the house and getting outdoors as much as possible with her children.
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Seth Jungels
Investment Operations AssociateSeth joined the Ledge Wealth team as an Investment Operations Associate in July of 2021. He works alongside the senior advisors in executing client trades and closely monitors portfolios in order to maintain accurate information for clients. He also is a member of the Investment Committee, where he offers insight to help our clients reach their goals.
Seth graduated from Saint Cloud State University in 2020 with a Bachelor of Science in Finance. In the future, he aspires to become a Chartered Financial Analyst, CFA®.
Seth is currently living in Sartell. When he is out of the office, he enjoys golfing, fishing, and spending time with his friends and family.
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