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).
-
Total Assets Under Management475MILLION
-
Total Number of Accounts6,625ACCOUNTS
-
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
Mitat Lika (CRD# 2481284) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 29 years of experience in the finance industry.
Aidan McNally (CRD# 7127733) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 2 years of experience in the finance industry.
Kevin Mix (CRD# 2723159) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 28 years of experience in the finance industry.
Spencer Peterson (CRD# 7572774) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has 1 year of experience in the finance industry.
Michael Potter (CRD# 7335024) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 2 years of experience in the finance industry.
Lindsay Tran (CRD# 7151534) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 3 years of experience in the finance industry.
Kristina Walch (CRD# 5483268) 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.
Morgan Zebedee (CRD# 7790983) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has 1 year of experience in the finance industry.