Michael Meilleur (CRD# 7649845) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has 1 year 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 Advisors, LLC | Arden Hills, MN | Mar 2024 - Current | < 1 |
Michael Meilleur | Knoxville, TN | Jan 2018 - Current | 6 |
Nylife Securities LLC | Knoxville, TN | May 2023 - Sep 2023 | < 1 |
New York Life Insurance Company | Knoxville, TN | Dec 2022 - Sep 2023 | < 1 |
Meilleur Financial/self Employed | Knoxville, TN | Jan 2018 - Dec 2022 | 4 |
Lance Cunningham Ford | Knoxville, TN | Jan 2016 - Jan 2018 | 2 |
National Tire And Battery | New Lenox, IL | Jan 2009 - Jan 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2023 |
S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- TN
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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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