Bryon Deiss (CRD# 2360417) 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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 5002363
Lundeen Abrams Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gradient Securities, LLC | Arden Hills, MN | Feb 2021 - Current | 3 |
| Case Central, LLC | Arden Hills, MN | Jan 2021 - Current | 3 |
| Cetera Investment Advisers LLC | Edina, MN | Sep 2020 - Dec 2020 | < 1 |
| Cetera Investment Services LLC | St Cloud, MN | Jul 2020 - Dec 2020 | < 1 |
| Unemployed | Woodbury, MN | Jan 2020 - Jun 2020 | < 1 |
| Securian Financial Services, Inc. | St Paul, MN | Mar 2012 - Dec 2019 | 7 |
| Minnesota Life Ins Co | St Paul, MN | Feb 2012 - Dec 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- MN
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Total Assets Under Management475MILLIONS
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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
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