Richard Blatter, financial advisor De Forest WI
93 score

Richard Blatter

CRD Number: 5588054
Current Firm: Gradient Wealth Management

Richard Blatter (CRD# 5588054) is an Investment Advisor Representative working at Gradient Wealth Management in De Forest, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Gradient Securities, LLC Arden Hills, MN Sep 2015 - Current 1
Avallon & Associates Deforest, WI Sep 2015 - Current 1
Avallon LLC Deforest, WI Sep 2015 - Current 1
Woodbury Financial Services, Inc. Madison, WI Jun 2010 - Aug 2015 5
Mennenga Tax & Financial Madison, WI Nov 2002 - Aug 2015 12
H.d. Vest Madison, WI Aug 2008 - Jun 2010 1
Velcor Leasing Corporation Madison, WI Aug 1999 - Jun 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Richard S. Blatter
Phone Number: 866-991-1539
Registered State(s):
  • AZ
  • CA
  • FL
  • NV
  • OH
  • OR
  • WI
  • WA
  • IL
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $59,743
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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