Gradient Wealth Management

Gradient Wealth Management (CRD# 127701) is a financial advisory firm headquartered in Arden Hills, MN. They manage $164,149,561 in 1,775 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    1,775
    ACCOUNTS
  • Average Account Value
    $92,479
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.

AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, 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 66 top financial advisors.
1
Deborah L. Bishopp
CRD#: 1899941
428 S. Gilbert Rd, Suite 109, Gilbert, AZ 85296
96
Wealthminder
score

Deborah Bishopp (CRD# 1899941) is an Investment Advisor Representative working at Gradient Wealth Management in Gilbert, AZ and has over 24 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
Brandon T. Green
CRD#: 5635726
10497 Town And Country Way, Suite 700, Houston, TX 77024
96
Wealthminder
score

Brandon Green (CRD# 5635726) is an Investment Advisor Representative working at Gradient Wealth Management in Houston, TX and has over 9 years of experience in the finance industry.

3
Kenneth R. Heebner
CRD#: 2430297
4105 Lexington Avenue N, Suite 380, Arden Hills, MN 55126
96
Wealthminder
score

Kenneth Heebner (CRD# 2430297) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 24 years of experience in the finance industry. Kenneth Heebner 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 17 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 34 years of experience in the finance industry.

6
Roger P. Tennyson
CRD#: 4980812
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126
96
Wealthminder
score

Roger Tennyson (CRD# 4980812) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN 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.

7
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.

8
Richard S. Blatter
CRD#: 5588054
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126
93
Wealthminder
score

Richard Blatter (CRD# 5588054) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 9 years of experience in the finance industry.

9
Deborah L. Bluhm
CRD#: 2511525
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126
93
Wealthminder
score

Deborah Bluhm (CRD# 2511525) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 20 years of experience in the finance industry.

10
Ryan J. Bytwerk
CRD#: 6102732
14821 Wacousta Road, Grand Ledge, MI 48837
93
Wealthminder
score

Ryan Bytwerk (CRD# 6102732) is an Investment Advisor Representative working at Gradient Wealth Management in Grand Ledge, MI and has over 5 years of experience in the finance industry.

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