Gradient Advisors, LLC
Gradient Advisors, LLC (CRD# 152665) is a financial advisory firm headquartered in Arden Hills, MN. They manage $207,096,853 in 2,706 accounts and serve the financial needs of clients across 51 states (or territories).
-
Total Assets Under Management207MILLION
-
Total Number of Accounts2,706ACCOUNTS
-
Average Account Value$76,532
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Michael Moylan (CRD# 1349640) is an Investment Advisor Representative working at Gradient Advisors, LLC in Mokena, IL and has over 23 years of experience in the finance industry.
Mark Munger (CRD# 7058721) is an Investment Advisor Representative working at Gradient Advisors, LLC in Olathe, KS and has over 5 years of experience in the finance industry.
Mark Nagy (CRD# 2032863) is an Investment Advisor Representative working at Gradient Advisors, LLC in Celina, OH and has over 29 years of experience in the finance industry.
Albert Naticchioni (CRD# 1842171) 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.
Catherine Peters (CRD# 1667478) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 33 years of experience in the finance industry.
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.
Kenneth Plummer (CRD# 1979140) is an Investment Advisor Representative working at Gradient Advisors, LLC in Chester Spring, PA and has over 15 years of experience in the finance industry.
Patrick Purcell (CRD# 6763653) 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.
Michael Quarles (CRD# 6752944) 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.
Carol Ransom Sutterfield (CRD# 4218018) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 23 years of experience in the finance industry.