Golden State Equity Partners (“Golden State”), a registered investment advisor, is pleased to announce the addition of Arise Wealth Management (“Arise”), an all-woman team located in Minnesota. The Arise team is led by Gina Rypkema, a private wealth advisor, and is accompanied by her fellow advisor teammates, Donna Gunderson, Shelley Lof and Nancy McCoyne as well as her supporting staff. The high energy, driven team takes the leap from Ameriprise and starts their own independent financial advisory firm, which offers greater investment product flexibility and enhanced wealth management technology when it comes to helping their clients address their financial needs.
Gina boasts over 21 years of industry experience and is focused on helping her clients feel confident and in control of their financial life. Her methodology is to prepare her clients for whatever life brings. Donna Gunderson has been helping clients build and preserve their wealth for over 12 years and takes an approach that helps to strengthen portfolio potential. Shelley Lof brings over 16 years of experience and provides an elevated level of service when it comes to building wealth and planning for retirement. Nancy McCoyne has serviced clients for six years as part of the Arise Wealth Management team and looks forward to working one-on-one with clients. For more information about Arise Wealth Management, visit www.arisewm.com.
The Arise tagline, A Partnership for Financial Peace, sums up the passion and dedication they have for each client they work with. “Its about planning ahead for the life events you know about and the ones you don’t expect. That is where we place our focus,” says Gina Rypkema, Private Wealth Advisor of Arise Wealth Management.
“The level of camaraderie among this group is second to none and demonstrates the desire to work closely with their clients to help achieve financial freedom. We are thrilled to have the Arise team join our community of advisors,” says Daniel R. Catone, Founder and CEO of Golden State.
About Golden State
The Golden State family of companies, comprised of Golden State Wealth Management, Golden State Equity Partners and Golden State Asset Management, are investment advisers registered with the SEC, registration as an investment adviser does not imply a certain level of skill or training, dedicated to financial professionals and their clients. The firm’s initial company was founded in 2013 by a group of executives who collectively contribute over 50 years of industry experience and has partnered with advisors serving over $3 billion in assets under care1. Golden State’s infrastructure provides an extensive support network through succession planning, compliance oversight, dedicated transition support, and a Turnkey Asset Management Program, general brokerage agency and a mortgage program. The Golden State family of companies maintain business alignments with LPL Financial, the nation’s largest independent broker/dealer2, Raymond James, TD Ameritrade Institutional, Charles Schwab and BNY Mellon | Pershing, some of the nation’s largest independent custodians, who provide comprehensive tools and research necessary in today’s complex markets.
Golden State’s flagship office is located in South Coast Metro, California. With offices across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their investors. For more information about Golden State, visit www.teamgoldenstate.com.
1SEC filings as of December 31, 2022; Golden State.
2As reported in Financial Planning magazine, June 1996-2022, based on total revenue.
Investment advice may be offered through Golden State Wealth Management, Golden State Equity Partners, or Golden State Asset Management, investment advisers registered with the SEC. Registration as an investment adviser does not imply a certain level of skill or training. For information pertaining to the registration status of our firm, you may refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).