Gradient Wealth Management
Gradient Wealth Management (CRD# 127701) is a financial advisory firm headquartered in Arden Hills, MN. They manage $475,170,843 in 6,625 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management475MILLION
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Total Number of Accounts6,625ACCOUNTS
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Average Account Value$71,724
- 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
David Rhoten (CRD# 2847171) 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.
Jamie Schlag (CRD# 6114352) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 10 years of experience in the finance industry.
Robert Sipe (CRD# 1617171) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 36 years of experience in the finance industry.
Roger Tennyson (CRD# 4980812) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 18 years of experience in the finance industry.
Jorge Trevino (CRD# 4579361) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 21 years of experience in the finance industry.
Tyler Tury (CRD# 5381644) 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.
Richard Ure (CRD# 5027858) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 11 years of experience in the finance industry.
Paul Vessel (CRD# 5303123) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 6 years of experience in the finance industry.
Jamie Wing (CRD# 2363448) is an Investment Advisor Representative working at Gradient Wealth Management in Lansing, MI and has over 30 years of experience in the finance industry.
Alex Wong (CRD# 6781945) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 6 years of experience in the finance industry.