Gradient Investments, LLC
Gradient Investments, LLC (CRD# 141726) is a financial advisory firm headquartered in Arden Hills, MN. They manage $4,613,194,216 in 53,262 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management4,613MILLION
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Total Number of Accounts53,262ACCOUNTS
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Average Account Value$86,613
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
Rawad Alame (CRD# 5376696) is an Investment Advisor Representative working at Gradient Investments, LLC in Raleigh, NC and has over 7 years of experience in the finance industry.
Nicole Alexander (CRD# 4249833) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has over 13 years of experience in the finance industry.
Thomas Alvis (CRD# 6596641) is an Investment Advisor Representative working at Gradient Investments, LLC in Charlotte, NC and has over 7 years of experience in the finance industry.
Douglas Amis (CRD# 6022170) is an Investment Advisor Representative working at Gradient Investments, LLC in Durham, NC and has over 11 years of experience in the finance industry. Douglas Amis 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.
Matthew Anderson (CRD# 6337030) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has over 6 years of experience in the finance industry.
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.
Claire Braun (CRD# 5151498) is an Investment Advisor Representative working at Gradient Investments, LLC in Matthews, NC and has over 16 years of experience in the finance industry.
Thomas Braun (CRD# 1626025) is an Investment Advisor Representative working at Gradient Investments, LLC in Matthews, NC and has over 22 years of experience in the finance industry.
Jeremy Bryan (CRD# 4266823) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has 1 year of experience in the finance industry.
Jenna Cairns (CRD# 5242984) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has over 6 years of experience in the finance industry.