Adam Keith Estall

Employer firm

Gradient Advisors, LLC CRD 152665

$289M regulatory AUM 64 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 12/2016
  Case Central, Llc
  Arden Hills, MN
• 01/2017 → 10/2025
  Gradient Advisors, Llc
  Arden Hills, MN
• 10/2025 → Present
  Gradient Advisors, Llc
  Arden Hills, MN
• 10/2025 → Present
  Gradient Financial Group, Llc
  Arden Hills, MN

Other Businesses

1. Adam Estall | Investment Related | 4105 Lexington Ave N, Arden Hills, MN 55126 | Advisory | Advisor | Investment Advisor Representative | 10/2025 | 5hrs/mo outside of trading | Advisory Services 2. Gradient Financial Group | Investment Related | 4105 Lexington Ave N, Arden Hills, MN 55126 | Financial Services | Senior Vice President | SVP Product and Strategies | 10/2025 | 160hrs/mo | 160hrs/mo during trading | Financial Planning and Strategies

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-09-13

Designations

• Certified Financial Planner

Other Names

• Adam K Estall