Bonnie Clark, financial advisor Arden Hills MN

Bonnie Clark

CRD Number: 6617335
Current Firm: Gradient Advisors, LLC

Bonnie Clark (CRD# 6617335) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Gradient Advisors, LLC Arden Hills, MN Dec 2016 - Current 7
Kratos Wealth Management Temecula, CA Dec 2016 - Current 7
Kratos Financial & Insurance Solutions Temecula, CA Dec 2014 - Current 9
Gebhardt Group, Inc. Temecula, CA Apr 2016 - Dec 2016 < 1
Rock Solid Wealth Designs Temecula, CA Sep 2009 - Dec 2014 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2016
Contact Info for Bonnie S. Clark
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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