Larry Dogs (CRD# 2215488) is an Investment Advisor Representative working at Gradient Wealth Management in Mayville, WI and has over 32 years of experience in the finance industry.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 2186552
Commonwealth Financial Network
CRD# 2042816
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guidance Insurance & Brokerage Services, LLC | Mayville, WI | Sep 2014 - Current | 9 |
| Gradient Securities, LLC | Arden Hills, MN | Jan 2014 - Current | 10 |
| Gradient Advisors, LLC | Arden Hills, MN | Oct 2014 - Feb 2015 | < 1 |
| Hahn Financial Group, Inc. | Sioux Falls, SD | Jan 2014 - Aug 2014 | < 1 |
| Hahn Financial Group, Inc. | Sioux Falls, SD | Jan 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2004 |
- IL
- PA
- WA
- WI
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Total Assets Under Management475MILLIONS
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Total Number of Accounts6,625ACCOUNTS
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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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