Morgan Zebedee (CRD# 7790983) is an Investment Advisor Representative working at Gradient Wealth Management 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 Securities | Arden Hills, MN | Jun 2023 - Current | < 1 |
Bethel University | Arden Hills, MN | Aug 2020 - May 2023 | 2 |
Bethel University | Arden Hills, MN | Feb 2020 - May 2023 | 3 |
Fareway Meat & Grocery | Fairmont, MN | May 2017 - May 2023 | 6 |
Bremer Bank | Lake Elmo, MN | Jun 2022 - Aug 2022 | < 1 |
Fairmont Area Schools | Fairmont, MN | Aug 2012 - Jun 2020 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- MN
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Total Assets Under Management475MILLIONS
-
Total Number of Accounts6,625ACCOUNTS
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Average Account Value$71,724
- 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
- 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, 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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