Aidan McNally (CRD# 7127733) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 2 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Gradient Securities | Arden Hills, MN | Feb 2021 - Current | 3 |
Full Time Education - University Of Minnesota Twin Cities | Minneapolis, MN | Sep 2018 - Dec 2021 | 3 |
M&e Catalyst Group | Minneapolis, MN | Oct 2020 - Feb 2021 | < 1 |
Gradient Securities | Arden Hills, MN | May 2019 - Jan 2020 | < 1 |
West St Paul Parks & Rec Department | West St Paul, MN | Jun 2017 - Nov 2018 | 1 |
Full Time Education - Henry Sibley High School | Mendota Heights, MN | Jan 2012 - Jun 2018 | 6 |
Mendakota Country Club | Mendota Heights, MN | Jun 2017 - Aug 2017 | < 1 |
Carbone's Pizzeria | West St Paul, MN | Jun 2016 - Mar 2017 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- MN
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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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