Curtis Cottle, financial advisor Arden Hills MN
90 score

Curtis Cottle

CRD Number: 6119745
Current Firm: Gradient Wealth Management

Curtis Cottle (CRD# 6119745) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Compass Insurance Agency Grand Rapids, MI Jan 2016 - Current < 1
Gradient Securities, LLC Arden Hills, MN Mar 2015 - Current 1
Security Benefits Center Grand Rapids, MI Feb 2013 - Current 3
Gradient Advisors, LLC Shoreview, MN Sep 2012 - Mar 2015 2
Curtis Cottle Grand Rapids, MI Aug 2008 - Feb 2013 4
Alltel Wireless Grand Rapids, MI Apr 2008 - May 2009 1
Erie Construction Grand Rapids, MI Oct 2007 - Jan 2008 < 1
Treetops Gaylord, MI Oct 2006 - Aug 2007 < 1
Gobblers Gaylord, MI Jan 2004 - Oct 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Curtis T. Cottle
Phone Number: 866-991-1539
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $59,743
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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