Michael Allison, financial advisor Arden Hills MN

Michael Allison

CRD Number: 2232558
Current Firm: Gradient Wealth Management

Michael Allison (CRD# 2232558) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Gradient Securities, LLC Arden Hills, MN Apr 2019 - Current 4
The Retirement Company LLC Greenville, SC Sep 2003 - Current 20
Securities America, Inc. Greenville, SC Mar 2016 - Apr 2019 3
Securities America Advisors Greenville, SC Mar 2016 - Apr 2019 3
Cetera Advisor Networks LLC El Segundo, CA Jul 2015 - Mar 2016 < 1
Questar Capital Corporation Minneapolis, MN Jul 2012 - Jul 2015 3
Questar Asset Management Minneapolis, MN Jul 2012 - Jul 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Michael S. Allison
Phone Number: 866-991-1539
Registered State(s):
  • GA
  • ME
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    399
    MILLIONS
  • Total Number of Accounts
    4,531
    ACCOUNTS
  • Average Account Value
    $88,150
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

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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