Hans ScheilCRD Number: 3003556
Current Firm: Gradient Investments, LLC
Hans Scheil (CRD# 3003556) is an Investment Advisor Representative working at Gradient Investments, LLC in Cary, NC and has over 19 years of experience in the finance industry. Hans Scheil has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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Signator Investors, Inc.
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|Gradient Investments, LLC||Arden Hills, MN||Jul 2013 - Current||4|
|Cardinal Retirement Planning, Inc.||Cary, NC||Jan 2013 - Current||5|
|H.e. Scheil & Associates||Cary, NC||Jul 2010 - Current||7|
|Regal Investment Advisors LLC||Kentwood, MI||Apr 2011 - Jan 2013||1|
|The Assurance Group||Archdale, NC||Nov 2010 - Nov 2011||1|
|Great American Senior Benefits||Raleigh, NC||Mar 2010 - Oct 2010||< 1|
|Bankers Life And Casualty||Raleigh, NC||Jan 2008 - Mar 2010||2|
|Uvest||Charlotte, NC||Feb 2005 - Mar 2010||5|
|Bankers Life And Casualty||Raleigh, NC||Mar 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
Total Assets Under Management918MILLIONS
Total Number of Accounts11,770ACCOUNTS
Average Account Value$78,012
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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