Gradient Investments, LLC

Gradient Investments, LLC (CRD# 141726) is a financial advisory firm headquartered in Arden Hills, MN. They manage $918,201,420 in 11,770 accounts and serve the financial needs of clients across 44 states (or territories).

By the Numbers
  • Total Assets Under Management
    918
    MILLION
  • Total Number of Accounts
    11,770
    ACCOUNTS
  • Average Account Value
    $78,012
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Gradient Investments, LLC
Showing 1 - 10 of 20 top financial advisors.
1
Mariann Montagne
CRD#: 859995
4105 Lexington Avenue North, Suite 320, Arden Hills, MN 55126
96
Wealthminder
score

Mariann Montagne (CRD# 859995) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has over 20 years of experience in the finance industry.

2
Hans E. Scheil
CRD#: 3003556
117 Edinburgh South Drive, #280, Cary, NC 27511
96
Wealthminder
score

Hans Scheil (CRD# 3003556) is an Investment Advisor Representative working at Gradient Investments, LLC in Cary, NC and has over 19 years of experience in the finance industry. Hans Scheil 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
Wayne R. Schmidt
CRD#: 1278435
4105 Lexington Avenue North, Suite 320, Arden Hills, MN 55126
96
Wealthminder
score

Wayne Schmidt (CRD# 1278435) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has over 33 years of experience in the finance industry.

4
Charles C. Foss
CRD#: 1126421
125 W Railroad Street, La Grange, NC 28551
93
Wealthminder
score

Charles Foss (CRD# 1126421) is an Investment Advisor Representative working at Gradient Investments, LLC in La Grange, NC and has over 23 years of experience in the finance industry.

5
Michael P. Gibson
CRD#: 4906996
16140 Northcross Drive, Huntersville, NC 28078
93
Wealthminder
score

Michael Gibson (CRD# 4906996) is an Investment Advisor Representative working at Gradient Investments, LLC in Huntersville, NC and has over 12 years of experience in the finance industry.

6
Nathan E. Lucius
CRD#: 5121686
4105 Lexington Avenue North, Suite 320, Arden Hills, MN 55126
93
Wealthminder
score

Nathan Lucius (CRD# 5121686) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has over 11 years of experience in the finance industry.

7
Nicole S. Roby
CRD#: 4249833
4105 Lexington Avenue North, Suite 320, Arden Hills, MN 55126
93
Wealthminder
score

Nicole Roby (CRD# 4249833) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has over 7 years of experience in the finance industry.

8
Jonathan A. Vanorden
CRD#: 5270047
4105 Lexington Avenue North, Suite 320, Arden Hills, MN 55126
93
Wealthminder
score

Jonathan Vanorden (CRD# 5270047) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has over 10 years of experience in the finance industry.

9
Douglas V. Amis
CRD#: 6022170
117 Edinburgn South Drive, #280, Cary, NC 27511
90
Wealthminder
score

Douglas Amis (CRD# 6022170) is an Investment Advisor Representative working at Gradient Investments, LLC in Cary, NC and has over 5 years of experience in the finance industry.

10
Michael A. Binger
CRD#: 6266863
4105 Lexington Avenue North, Suite 320, Arden Hills, MN 55126
90
Wealthminder
score

Michael Binger (CRD# 6266863) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.