Gina Gladwell

Connect With Gina

Gina's primary office for servicing her existing clients by appointment is the Eau Claire South Office.

Learn About Gina

Gina earned a Bachelor of Business Administration Degree with a comprehensive major in Finance from the University of Wisconsin-Eau Claire, as well as a Business Communication Certificate and Supervisory Management Certificate. She is also a graduate of the Eau Claire area Chamber of Commerce Leadership program. Prior to joining Royal Credit Union in 2004, she worked as an Assistant Loan Analyst with West Central Wisconsin Regional Planning Commission and as an Equity Analyst with the Clearwater Fund - University of Wisconsin Foundation. Gina received the Director’s Club award in 2018 as well as the Freedom Club award in 2019 with LPL Financial (based on annual production).

Outside of her time at Royal, Gina enjoys spending time with family and friends. She is also an outdoor enthusiast, avid mountain biker and snowboarder, and loves to travel.


Licenses/Registrations

  • FINRA Series 7 and 66 securities registrations held with LPL Financial.
  • Check the background of your financial professional on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Royal Credit Union and the RCU Investment & Insurance Team are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using RCU Investment & Insurance Team, and may also be employees of Royal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Royal Credit Union or RCU Investment & Insurance Team. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

 

The RCU Investment & Insurance Team site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, MT, NV, TX, WA and WI.

Royal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.


Specialties:

  • Retirement planning
  • Comprehensive financial planning
  • Portfolio management
  • Setting financial goals