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Grace Ann Haverkamp

Gradient Securities, LLC

Arden Hills, MN

Minneapolis, MN

CRD 4237086

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Employer firm

Gradient Securities, LLC CRD 127701

$608M regulatory AUM 251 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Gradient Securities, Llc

4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-02-25
KS RA APPROVED 2024-01-16
MO RA APPROVED 2024-01-16
NE RA APPROVED 2024-01-16
  • MN RA
    APPROVED
    Since 2025-02-25
  • KS RA
    APPROVED
    Since 2024-01-16
  • MO RA
    APPROVED
    Since 2024-01-16
  • NE RA
    APPROVED
    Since 2024-01-16

Branch Locations

4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US

5940 Golden Hills Drive, Minneapolis, MN 55416 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gradient Insurance Brokerage Hoyt KS 11/2012 12/2024
Gradient Securities, Llc Arden Hills MN 02/2013 Present
Gradient Securities Dba Gradient Wealth Management Arden Hills MN 01/2024 Present
  • 11/2012 → 12/2024
    Gradient Insurance Brokerage
    Hoyt, KS
  • 02/2013 → Present
    Gradient Securities, Llc
    Arden Hills, MN
  • 01/2024 → Present
    Gradient Securities Dba Gradient Wealth Management
    Arden Hills, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-03-19
  • S63 Uniform Securities Agent State Law Examination
    2008-03-19
Designations
  • Chartered Financial Consultant
Other Names
  • Grace Ann Mackay
  • Grace Ann Wulfkuhle
  • Grace Ann Haverkamp
  • Grace Ann Wulfkuhle

View on SEC IAPD

Nearby Firms

BRIGHT ANGEL ADVISORS LLC
HERITAGE CAPITAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

MICHAEL JAMES BARRETT
ANDREW PAUL SWEERE
SCOTT FRED MOLLER

Nearby Offices

BRIGHT ANGEL ADVISORS LLC · ST. PAUL, MN
HERITAGE CAPITAL ADVISORS, LLC · ST PAUL, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Arden Hills, MN

More in Arden Hills, MN

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