Alex Wong (CRD# 6781945) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 6 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 Securities, LLC | Arden Hills, MN | Jan 2018 - Current | 6 |
| Sky King Supplies, LLC | Columbus, OH | Jun 2006 - Current | 17 |
| Nextnet Technologies, Ltd | Columbus, OH | Jun 2002 - Current | 21 |
| Lasersmith, Inc. | Columbus, OH | Dec 1994 - Current | 29 |
| Allstate Insurance Co | Columbus, OH | Feb 2017 - Jul 2017 | < 1 |
| Dba Oro Insurance | Columbus, OH | Jan 2014 - Feb 2017 | 3 |
| J-s Retail, LLC | Columbus, OH | Mar 2013 - Dec 2015 | 2 |
| J-s Acquisition, LLC | Columbus, OH | Oct 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
| S63 | Uniform Securities State Law Examination | Aug 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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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
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