Gradient Advisors, LLC

Gradient Advisors, LLC (CRD# 152665) is a financial advisory firm headquartered in Arden Hills, MN. They manage $26,336,119 in 794 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Gradient Advisors, LLC
Showing 1 - 10 of 72 top financial advisors.
1
Brian Plain
CRD#: 4866829
224 South Marion Street, Oak Park, IL 60302
103
Wealthminder
score

Brian Plain (CRD# 4866829) is an Investment Advisor Representative working at Gradient Advisors, LLC in Oak Park, IL and has over 11 years of experience in the finance industry.

 

Brian Plain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
David J. Johnson
CRD#: 5251988
4105 Lexington Ave N., Suite 310, Arden Hills, MN 55126
96
Wealthminder
score

David Johnson (CRD# 5251988) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 9 years of experience in the finance industry. David Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kevin P. Koykar
CRD#: 5569907
1626 West Colonial Parkway, 2nd Floor, Inverness, IL 60067
96
Wealthminder
score

Kevin Koykar (CRD# 5569907) is an Investment Advisor Representative working at Gradient Advisors, LLC in Inverness, IL and has over 8 years of experience in the finance industry. Kevin Koykar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kevin M. Schaefer
CRD#: 5645639
4741 North Goldwater Blvd, Suite 101, Scottsdale, AZ 85251
96
Wealthminder
score

Kevin Schaefer (CRD# 5645639) is an Investment Advisor Representative working at Gradient Advisors, LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry. Kevin Schaefer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Randall T. Boettcher
CRD#: 2266316
15240 Indian Creek Parkway, Brookfield, WI 53005
93
Wealthminder
score

Randall Boettcher (CRD# 2266316) is an Investment Advisor Representative working at Gradient Advisors, LLC in Brookfield, WI and has over 24 years of experience in the finance industry.

6
Diane K. Case
CRD#: 2579048
Charles Town, WV
93
Wealthminder
score

Diane Case (CRD# 2579048) is an Investment Advisor Representative working at Gradient Advisors, LLC in Charles Town, WV and has over 21 years of experience in the finance industry.

7
Christopher M. Fehr
CRD#: 4039137
3000 Professional Drive, Suite 200, Springfield, IL 62703
93
Wealthminder
score

Christopher Fehr (CRD# 4039137) is an Investment Advisor Representative working at Gradient Advisors, LLC in Springfield, IL and has over 16 years of experience in the finance industry.

8
Robert G. Gensior
CRD#: 1471184
1 International Blvd, Suite 400, Mahwah, NJ 07495
93
Wealthminder
score

Robert Gensior (CRD# 1471184) is an Investment Advisor Representative working at Gradient Advisors, LLC in Mahwah, NJ and has over 29 years of experience in the finance industry.

9
William A. Gislason
CRD#: 5520922
Phoenix, AZ
93
Wealthminder
score

William Gislason (CRD# 5520922) is an Investment Advisor Representative working at Gradient Advisors, LLC in Phoenix, AZ and has over 8 years of experience in the finance industry.

10
Bernardo Hevia
CRD#: 2337734
4105 Lexington Avenue N., Suite 310, Arden Hills, MN 55126
93
Wealthminder
score

Bernardo Hevia (CRD# 2337734) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 8 years of experience in the finance industry.

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