Michael StrongCRD Number: 5056598
Current Firm: Gradient Advisors, LLC
Michael Strong (CRD# 5056598) is an Investment Advisor Representative working at Gradient Advisors, LLC in Wheat Ridge, CO and has over 15 years of experience in the finance industry.
Meridian Wealth Management LLC
Schaefer Financial Management, Inc.
|Gradient Advisors LLC||Arden Hills, MN||Mar 2019 - Current||2|
|Alpha Solutions Mgt||Okemos, MI||Jun 2018 - Current||3|
|Jackson National Life Distributors LLC||Denver, CO||Dec 2005 - Apr 2018||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2006|
|S65||NASAA Investment Advisors Law Examination||Feb 2019|
Total Assets Under Management121MILLIONS
Total Number of Accounts2,201ACCOUNTS
Average Account Value$54,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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