Hans Scheil, financial advisor Cary NC
96 score

Hans Scheil

CRD 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 18 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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Professional Designations
Company Name Location Dates Years
Gradient Investments, LLC Arden Hills, MN Jul 2013 - Current 3
Cardinal Retirement Planning, Inc. Cary, NC Jan 2013 - Current 3
H.e. Scheil & Associates Cary, NC Jul 2010 - Current 6
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
Contact Info for Hans E. Scheil
Phone Number: 888-824-3525
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    918
    MILLIONS
  • Total Number of Accounts
    11,770
    ACCOUNTS
  • Average Account Value
    $78,012
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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