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).

By the Numbers
  • Total Assets Under Management
    475
    MILLION
  • 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
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Gradient Wealth Management
Showing 41 - 50 of 58 top financial advisors.
41
George N. Yankoupe
CRD#: 3210892
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126

George Yankoupe (CRD# 3210892) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 22 years of experience in the finance industry.

42
Benjamin J. Zaharias
CRD#: 4609899
1740 Se 18th Street, Suite 1301, Ocala, FL 34471

Benjamin Zaharias (CRD# 4609899) is an Investment Advisor Representative working at Gradient Wealth Management in Ocala, FL and has over 16 years of experience in the finance industry.

43
Robert Dahl
CRD#: 7133164
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126

Robert Dahl (CRD# 7133164) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 4 years of experience in the finance industry.

44
Bryon G. Deiss
CRD#: 2360417
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126

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.

45
Ian A. Elieff
CRD#: 7284737
14821 Wacousta Rd, Grand Ledge, MI 48837

Ian Elieff (CRD# 7284737) is an Investment Advisor Representative working at Gradient Wealth Management in Grand Ledge, MI and has over 3 years of experience in the finance industry.

46
Grace A. Haverkamp
CRD#: 4237086
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126

Grace Haverkamp (CRD# 4237086) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 16 years of experience in the finance industry.

47
Joseph C. Hendrickson
CRD#: 6528836
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126

Joseph Hendrickson (CRD# 6528836) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 8 years of experience in the finance industry.

48
Joseph P. Holien
CRD#: 2757736
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126

Joseph Holien (CRD# 2757736) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 17 years of experience in the finance industry.

49
Keith W. Kmiec
CRD#: 5113261
Liberty Hill, TX

Keith Kmiec (CRD# 5113261) is an Investment Advisor Representative working at Gradient Wealth Management in Liberty Hill, TX and has over 17 years of experience in the finance industry.

50
Christina Kruize
CRD#: 7452898
4105 Lexington Avenue, Suite 380, Arden Hills, MN 55126

Christina Kruize (CRD# 7452898) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has 1 year of experience in the finance industry.

PREV ... 1 2 3 4 5 6 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.