Erik Pace (CRD# 4586242) is an Investment Advisor Representative working at Gradient Wealth Management in Anoka, MN and has over 15 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Elk River Nursery | Elk River, MN | Aug 2023 - Current | < 1 |
| Gradient Securities, LLC | Arden Hills, MN | May 2018 - Current | 5 |
| Ascentium Insurance Solutions | Arden Hills, MN | Oct 2020 - Apr 2022 | 1 |
| Case Central LLC | Arden Hills, MN | Sep 2017 - Apr 2020 | 2 |
| Unemployed | Delta, UT | Aug 2016 - Sep 2017 | 1 |
| Ameriprise Financial Services Inc. | Golden Valley, MN | Jul 2015 - Aug 2016 | 1 |
| Unemployed | Ramsey, MN | Jul 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- MN
- UT
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Total Assets Under Management475MILLIONS
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Total Number of Accounts6,625ACCOUNTS
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Average Account Value$71,724
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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