Gradient Wealth Management
Gradient Wealth Management (CRD# 127701) is a financial advisory firm headquartered in Arden Hills, MN. They manage $399,405,692 in 4,531 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management399MILLION
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Total Number of Accounts4,531ACCOUNTS
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Average Account Value$88,150
- 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
- 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Steve Kim (CRD# 2228392) 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.
Todd Knutsen (CRD# 1205375) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 40 years of experience in the finance industry.
David McCaghren (CRD# 1452802) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 38 years of experience in the finance industry.
Michael McCullough (CRD# 2838632) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 27 years of experience in the finance industry.
Mark McNamee (CRD# 4433330) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 5 years of experience in the finance industry.
Andrew O'neill (CRD# 5123185) 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.
Erik Pace (CRD# 4586242) is an Investment Advisor Representative working at Gradient Wealth Management in Anoka, MN and has over 14 years of experience in the finance industry.
Sean Perez (CRD# 5055922) 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.
Michael Raitt (CRD# 3030926) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 25 years of experience in the finance industry.
Richard Reid (CRD# 4464300) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 22 years of experience in the finance industry.