Golden State Welcomes Arise Wealth Management located at Minnesota, Exiting Ameriprise Financial
SOUTH COAST METRO in Calif., Feb. 6, 2023 /PRNewswire/ – Golden State Equity Partners (“Golden State”) is pleased to announce that Arise Wealth Management (“Arise”) has been added to its registered investment advisor. This all-woman team is located in Minnesota. The Arise team is headed by Gina RypkemaShe is a private wealth advisor and is accompanied on the trip by her advisor colleagues. Donna Gunderson, Shelley Lof Nancy McCoyne, as well as her supporting team. High-energy and driven, the team leaves Ameriprise to open their own financial advisory firm. This independent firm offers greater flexibility in investment products and wealth management technology, helping clients address their financial concerns.
Gina has over 21 years industry experience. She is passionate about helping clients feel confident in their financial lives. Her approach is to prepare her clients for anything that comes their way. Donna Gunderson Since over 12 years, he has helped clients to build and protect their wealth and uses a portfolio-enhancing approach. Shelley Lof With over 16 years experience, she provides exceptional service in planning for retirement and building wealth. Nancy McCoyne is a part of Arise Wealth Management and has served clients for six year. She looks forward to working one on one with clients. You can find more information on Arise Wealth Management at www.arisewm.com.
The Arise tagline Financial Peace: A PartnershipThis sums up their passion and dedication for each client. “It’s about planning ahead for the life experiences you know about, and the ones that you don’t anticipate.” This is where our focus should be,” says Gina RypkemaArise Wealth Management’s Private Wealth Advisor.
“This group has a great camaraderie that demonstrates their willingness to work closely with clients to achieve financial freedom. “We are delighted to welcome the Arise team to our community of advisors,” says Daniel R. CatoneFounder and CEO of Golden State.
About Golden State
The Golden State family of investment advisers, which includes Golden State Wealth Management and Golden State Equity Partners, is comprised of Golden State Asset Management and Golden State Wealth Management. Registration as an investment advisor does not imply any specific skill or training. In 2013, the initial company was established by a group seasoned executives with over 50 years in the industry. Since then, they have partnered up with advisors who serve more than 100 clients. $3 billion In assets under care1. Golden State’s infrastructure supports a large network of people through succession planning and compliance oversight. It also offers dedicated transition support and a Turnkey Asset Manage Program. This program includes general brokerage agencies and a mortgage program. LPL Financial is the largest independent broker/dealer in the country. The Golden State family has business relationships with LPL Financial.2Raymond James, TD Ameritrade Institutional Charles Schwab Pershing, some of the nation’s largest independent custodians, who provide comprehensive tools and research necessary in today’s complex markets.| Pershing, some of the nation’s largest independent custodians, who provide comprehensive tools and research necessary in today’s complex markets.
The flagship Golden State office is located in South Coast Metro. California. Golden State has offices throughout the country. They are committed to providing a positive environment for both investors and advisors. Golden State is available for further information. www.teamgoldenstate.com.
1SEC filings from December 31, 2022; Golden State.
2Financial Planning magazine June 1996-2022 reports the total revenue.
Golden State Wealth Management, Golden State Equity Partners or Golden State Asset Management may offer investment advice. These advisers are registered with the SEC. The registration of an investment adviser does NOT imply that you have to be skilled or trained. The Investment Adviser Public Disclosure website has information regarding the registration status for our firm.www.adviserinfo.sec.gov).
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SOURCE Golden State Wealth Management