Gradient Advisors, LLC

Gradient Advisors, LLC (CRD# 152665) is a financial advisory firm headquartered in Arden Hills, MN. They manage $42,132,815 in 1,289 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    1,289
    ACCOUNTS
  • Average Account Value
    $32,686
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, 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

Financial Advisors at Gradient Advisors, LLC
Showing 1 - 10 of 104 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
Timothy G. Creath
CRD#: 2245517
Schaumburg, IL
96
Wealthminder
score

Timothy Creath (CRD# 2245517) is an Investment Advisor Representative working at Gradient Advisors, LLC in Schaumburg, IL and has over 25 years of experience in the finance industry.

3
Adam K. Estall
CRD#: 4318683
4105 Lexington Avenue N., Suite 310, Arden Hills, MN 55126
96
Wealthminder
score

Adam Estall (CRD# 4318683) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 15 years of experience in the finance industry. Adam Estall 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
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 11 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.

5
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 9 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.

6
Larry J. Mahoney
CRD#: 1717552
4800 Sugar Grove Blvd. #350, Stafford, TX 77477
96
Wealthminder
score

Larry Mahoney (CRD# 1717552) is an Investment Advisor Representative working at Gradient Advisors, LLC in Stafford, TX and has over 30 years of experience in the finance industry. Larry Mahoney 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.

7
David A. Rhoten
CRD#: 2847171
4105 Lexington Avenue North, Arden Hills, MN 55126
96
Wealthminder
score

David Rhoten (CRD# 2847171) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 21 years of experience in the finance industry. David Rhoten 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.

8
Ian K. Sample
CRD#: 4810080
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108
96
Wealthminder
score

Ian Sample (CRD# 4810080) is an Investment Advisor Representative working at Gradient Advisors, LLC in Naples, FL and has over 9 years of experience in the finance industry. Ian Sample 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.

9
Ronald E. Bangle
CRD#: 1762453
Wichita, KS
93
Wealthminder
score

Ronald Bangle (CRD# 1762453) is an Investment Advisor Representative working at Gradient Advisors, LLC in Wichita, KS and has over 30 years of experience in the finance industry.

10
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 25 years of experience in the finance industry.

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