Michael Moylan, financial advisor Mokena IL

Michael Moylan

CRD Number: 1349640
Current Firm: Gradient Advisors, LLC

Michael Moylan (CRD# 1349640) is an Investment Advisor Representative working at Gradient Advisors, LLC in Mokena, IL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Gradient Advisors, LLC Shoreview, MN Oct 2012 - Current 11
Advanced Planning Advisors Mokena, IL Jan 2010 - Current 14
Moylan Agency Chicago, IL Apr 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Michael A. Moylan
Phone Number: 877-885-0508
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    177
    MILLIONS
  • Total Number of Accounts
    1,434
    ACCOUNTS
  • Average Account Value
    $123,502
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, ND, 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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