Albert Naticchioni (CRD# 1842171) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 8 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 |
|---|---|---|---|
| Gradient Advisors LLC | Arden Hills, MN | Jun 2021 - Current | 2 |
| Metro North Financial Services | Westminster, CO | Jul 2015 - Current | 8 |
| J.d. Mellberg Financial, LLC | Tucson, AZ | Jul 2017 - Dec 2019 | 2 |
| Specialized Advizors, LLC | Dallas, TX | Feb 2019 - Jul 2019 | < 1 |
| Secure Investment Managment, LLC | Tucson, AZ | Aug 2017 - Feb 2019 | 1 |
| Client One Securities, LLC | Westminster, CO | Apr 2015 - Aug 2017 | 2 |
| Oliver Financial Group | Westminster, CO | Jul 2012 - Feb 2017 | 4 |
| Sunset Financial Services | Kansas City, MO | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2016 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- CO
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Total Assets Under Management207MILLIONS
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Total Number of Accounts2,706ACCOUNTS
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Average Account Value$76,532
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, ND, 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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