Katie Grage (CRD# 4755375) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 17 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 |
|---|---|---|---|
| Ria Registrar | Arden Hills, MN | Jan 2020 - Current | 4 |
| Unemployed | Anoka, MN | Sep 2019 - Jan 2020 | < 1 |
| Ingrated Building Solution | Coon Rapids, MN | May 2019 - Sep 2019 | < 1 |
| Pucci Pet Grooming | Anoka, MN | Sep 2018 - Apr 2019 | < 1 |
| Unemployed | Anoka, MN | Jun 2018 - Sep 2018 | < 1 |
| Gradient Advisors, LLC | Arden Hills, MN | Dec 2016 - May 2018 | 1 |
| Unemployed | Anoka, MN | Aug 2016 - Dec 2016 | < 1 |
| Thrivent Financial | Minneapolis, MN | Dec 2014 - Jul 2016 | 1 |
| Thrivent Investment Management Inc. | Minneapolis, MN | Dec 2014 - Jul 2016 | 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Sep 2007 - Dec 2014 | 7 |
| Cetera | St. Cloud, MN | Oct 2006 - Dec 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2007 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
- MN
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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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