Ian Elieff (CRD# 7284737) is an Investment Advisor Representative working at Gradient Wealth Management in Grand Ledge, MI and has over 3 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gradient Securities Dba Gradient Wealth Management | Arden Hills, MN | Sep 2020 - Current | 3 |
| Ten Point Financial, LLC | Grand Ledge, MI | Aug 2019 - Current | 4 |
| Farm Bureau Insurance | Lansing, MI | Jan 2015 - Aug 2019 | 4 |
| Teri's Excivating | Potterville, MI | Mar 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- FL
- IN
- MI
- VA
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Total Assets Under Management475MILLIONS
-
Total Number of Accounts6,625ACCOUNTS
-
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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