Ann Kay Slechta
Investment adviser representative at Gladstone Wealth Partners
15 yearsExperience
1 stateRegistered in
$5.7BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Gladstone Wealth PartnersFeb 2024 to now
- LPL FinancialAug 2019 to now
- Slate Wealth Management, LLC.Dec 2018 to now
- Principal Securities IncMar 2016 to Aug 2019
- Heartland Financial Resource GroupSep 2012 to Aug 2019
- Principal Life Ins CoAug 2011 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (IA).
Gladstone Wealth Partners
Legal name: Gladstone Institutional Advisory LLC
$5.7BAssets managed
8,385Clients
103Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5374100
- Firm CRD
- 250787