Gradient Investments, LLC

Gradient Investments, LLC (CRD# 141726) is a financial advisory firm headquartered in Arden Hills, MN. They manage $5,268,163,746 in 56,752 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,268
    MILLION
  • Total Number of Accounts
    56,752
    ACCOUNTS
  • Average Account Value
    $92,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Gradient Investments, LLC
Showing 11 - 20 of 29 top financial advisors.
11
Dwon L. Clifton
CRD#: 6730472
1215 Jones Franklin Rd, Suite 201, Raleigh, NC 27606

Dwon Clifton (CRD# 6730472) is an Investment Advisor Representative working at Gradient Investments, LLC in Raleigh, NC and has over 7 years of experience in the finance industry.

12
Joseph P. Dardis
CRD#: 6907853
4105 Lexington Avenue North, Suite 250, Arden Hills, MN 55126

Joseph Dardis (CRD# 6907853) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has over 6 years of experience in the finance industry.

13
Tyler P. Ellegard
CRD#: 6694239
4105 Lexington Avenue North, Suite 250, Arden Hills, MN 55126

Tyler Ellegard (CRD# 6694239) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has over 7 years of experience in the finance industry.

14
Charles C. Foss
CRD#: 1126421
125 W Railroad Street, La Grange, NC 28551

Charles Foss (CRD# 1126421) is an Investment Advisor Representative working at Gradient Investments, LLC in La Grange, NC and has over 30 years of experience in the finance industry.

15
Mark B. Fricks
CRD#: 1645509
410 Villa Rica Way Sw, Suite 100, Marietta, GA 30064

Mark Fricks (CRD# 1645509) is an Investment Advisor Representative working at Gradient Investments, LLC in Marietta, GA and has over 23 years of experience in the finance industry.

16
Keith D. Gangl
CRD#: 7042982
4105 Lexington Avenue North, Suite 250, Arden Hills, MN 55126

Keith Gangl (CRD# 7042982) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has 1 year of experience in the finance industry.

17
Matthew C. Hanrahan
CRD#: 6314146
4105 Lexington Avenue North, Suite 320, Arden Hills, MN 55126

Matthew Hanrahan (CRD# 6314146) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has over 10 years of experience in the finance industry.

18
Daniel P. Korman
CRD#: 5896782
4105 Lexington Avenue North, Suite 250, Arden Hills, MN 55126

Daniel Korman (CRD# 5896782) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has over 10 years of experience in the finance industry.

19
Charles E. Lucius
CRD#: 1012912
4105 Lexington Avenue North, Suite 250, Arden Hills, MN 55126

Charles Lucius (CRD# 1012912) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has over 41 years of experience in the finance industry.

20
Nathan E. Lucius
CRD#: 5121686
4105 Lexington Avenue North, Suite 250, Arden Hills, MN 55126

Nathan Lucius (CRD# 5121686) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has over 17 years of experience in the finance industry.

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