Jeffrey Neal Knoedl

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

• 07/2016 → 10/2020
  Ae Wealth Management
  Topeka, KS
• 07/2016 → Present
  Knoedl Retirement Advisors
  North Little Rock, AR
• 09/2020 → Present
  Gradient Advisors
  Arden Hills, MN

Previous Registrations

• 2020-09-10 → 2020-10-21
  Ae Wealth Management, Llc
  North Little Rock, AR
• 2016-07-20 → 2020-09-10
  Ae Wealth Management, Llc
  Maumelle, AR
  North Little Rock, AR
• 2010-07-12 → 2016-09-06
  Knoedl Retirement Advisors, Llc
  Maumelle, AR
• 2010-05-25 → 2010-06-29
  Integrity Alliance, Llc.
  Maumelle, AR
  Urbandale, IA

Other Businesses

DBA: Knoedl Retirement Advisors, Investment Related, LLC; 8428 COUNTS MASSIE ROAD, SUITE B, NORTH LITTLE ROCK, AR 72113; Insurance Agent, financial advisor, retirement planning, wealth management, financial planning, 2003

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-24
• S63 Uniform Securities Agent State Law Examination
  1997-04-02

Other Names

• Jeff Neal Knoedl