This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-1996
- Office Locations
- 1
Office Locations
About GS Investment INC
GS Investments is an independent, SEC-registered wealth manager in the Minneapolis area serving Midwest clients with long-term, personalized wealth planning and portfolio management. Portfolios blend individual securities with ETFs and are custodied at Charles Schwab. The firm highlights an average client relationship of 15+ years and publishes a regular MarketView newsletter.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JOHN GLENN STEINKE
Chief Compliance Officer, MANAGING PRINCIPAL, Principal
- CRD
- --
- Ownership
- 50% but less than 75%
GREG CHARLES CUNNINGHAM
MANAGING PRINCIPAL, Principal
- CRD
- #2541370
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $274,773,688 | $1,665,295 |
| Non-Discretionary | $1,837,377 | $459,344 |
| Total | $276,611,065 | $1,636,752 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing