Gradient Wealth Management

Gradient Wealth Management (CRD# 127701) is a financial advisory firm headquartered in Arden Hills, MN. They manage $26,884,453 in 450 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $59,743
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
  • 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.

AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Gradient Wealth Management
Showing 1 - 10 of 59 top financial advisors.
1
Deborah L. Bishopp
CRD#: 1899941
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126
96
Wealthminder
score

Deborah Bishopp (CRD# 1899941) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 23 years of experience in the finance industry. Deborah Bishopp 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.

2
Timothy G. Creath
CRD#: 2245517
Schaumburg, IL
96
Wealthminder
score

Timothy Creath (CRD# 2245517) is an Investment Advisor Representative working at Gradient Wealth Management in Schaumburg, IL and has over 24 years of experience in the finance industry.

3
Jeffrey A. Foley
CRD#: 4237174
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126
96
Wealthminder
score

Jeffrey Foley (CRD# 4237174) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 17 years of experience in the finance industry. Jeffrey Foley 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
Karl D. Jensen
CRD#: 4315790
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126
96
Wealthminder
score

Karl Jensen (CRD# 4315790) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 16 years of experience in the finance industry. Karl Jensen 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
Todd W. Knutsen
CRD#: 1205375
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126
96
Wealthminder
score

Todd Knutsen (CRD# 1205375) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 33 years of experience in the finance industry.

6
Troy L. Kuhn
CRD#: 4647464
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126
96
Wealthminder
score

Troy Kuhn (CRD# 4647464) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 14 years of experience in the finance industry. Troy Kuhn 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
Sean R. Stevens
CRD#: 2426602
1441 29th St, Suite 215, West Des Moines, IA 50266
96
Wealthminder
score

Sean Stevens (CRD# 2426602) is an Investment Advisor Representative working at Gradient Wealth Management in West Des Moines, IA and has over 23 years of experience in the finance industry.

8
Roger P. Tennyson
CRD#: 4980812
1 Corpus Christi Place, Ste 106a, Hilton Head Island, SC 29928
96
Wealthminder
score

Roger Tennyson (CRD# 4980812) is an Investment Advisor Representative working at Gradient Wealth Management in Hilton Head Island, SC and has over 12 years of experience in the finance industry. Roger Tennyson 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
Samuel I. Alleyne
CRD#: 2118134
8 Hillside Ave, Suite 203, Montclair, NJ 07042
93
Wealthminder
score

Samuel Alleyne (CRD# 2118134) is an Investment Advisor Representative working at Gradient Wealth Management in Montclair, NJ and has over 26 years of experience in the finance industry.

10
Brent A. Anderson
CRD#: 2265671
1 Corpus Christi Place, Ste 106a, Hilton Head Island, SC 29928
93
Wealthminder
score

Brent Anderson (CRD# 2265671) is an Investment Advisor Representative working at Gradient Wealth Management in Hilton Head Island, SC and has over 25 years of experience in the finance industry.

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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.