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).

By the Numbers
  • Total Assets Under Management
    399
    MILLION
  • Total Number of Accounts
    4,531
    ACCOUNTS
  • Average Account Value
    $88,150
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Gradient Wealth Management
Showing 21 - 30 of 58 top financial advisors.
21
Steve C. Kim
CRD#: 2228392
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126

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.

22
Todd W. Knutsen
CRD#: 1205375
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126

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.

23
David R. McCaghren
CRD#: 1452802
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126

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.

24
Michael J. McCullough
CRD#: 2838632
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126

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.

25
Mark A. McNamee
CRD#: 4433330
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126

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.

26
Andrew J. O'neill
CRD#: 5123185
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126

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.

27
Erik S. Pace
CRD#: 4586242
2006 1st Ave, Suite 204, Anoka, MN 55303

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.

28
Sean P. Perez
CRD#: 5055922
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126

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.

29
Michael A. Raitt
CRD#: 3030926
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126

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.

30
Richard S. Reid
CRD#: 4464300
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126

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.

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