Robert Sipe, financial advisor Arden Hills MN

Robert Sipe

CRD Number: 1617171
Current Firm: Gradient Wealth Management

Robert Sipe (CRD# 1617171) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Gradient Wealth Management Arden Hills, MN Jan 2019 - Current 5
Gradient Securities, LLC Arden Hills, MN Jun 2012 - Current 11
Ria Registrar Arden Hills, MN Mar 2009 - Current 15
Gradient Advisors, LLC Arden Hills, MN Mar 2009 - Dec 2018 9
Uber Coon Rapids, MN Sep 2016 - Feb 2018 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1987
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert H. Sipe
Phone Number: 866-991-1539
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    475
    MILLIONS
  • Total Number of Accounts
    6,625
    ACCOUNTS
  • Average Account Value
    $71,724
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

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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