Michael Moylan, financial advisor Mokena IL
93 score

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 16 years of experience in the finance industry.

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Company Name Location Dates Years
Gradient Advisors, LLC Shoreview, MN Oct 2012 - Current 4
Advanced Planning Advisors Mokena, IL Jan 2010 - Current 6
Moylan Agency Chicago, IL Apr 1995 - Current 21
American Elite Retirement West Des Moines, IA Sep 2011 - Jun 2012 < 1
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):
  • FL
  • TX
  • IL
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $33,169
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

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI, WV

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

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