Leon Martez Grove

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

• 10/2020 → 04/2024
  Sequent Planning, Llc
  Mobile, AL
• 07/2004 → Present
  Grove Financial Group Inc.
  Mobile, AL
• 01/2011 → 07/2018
  Kaplan University
  Chicago, IL
• 05/2024 → Present
  Gradient Advisors, Llc
  Arden Hills, MN

Previous Registrations

• 2020-10-26 → 2024-04-01
  Sequent Planning, Llc
  Omaha, NE
  Mobile, AL

Other Businesses

1. Grove Wealth Management; Investment Related; 1529 Carlisle Dr W Mobile AL 36618; Advisory; Owner; Investment Advisor Representative; 05/2024; 130hrs/mo; 130hrs/mo during trading; Financial Planning 2. Grove Financial Group INC; Investment Related; 1529 Carlisle Dr W Mobile AL 36618; Insurance and Medicare; Owner; CEO/President/Agent; 01/1997; 40hrs/mo; 40hrs/mo during trading; Insurance and Medicare sales 3. Web Tech Design; Investment Related; 1529 Carlisle Dr W Mobile AL 36618; Web Technology; CEO; Web Integrator; 01/2024; 10hrs/mo; 10hrs/mo during trading; Web technology for agents Marketing and lead generation

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-04-03

Designations

• Chartered Financial Consultant

Other Names

• Leon Martez Grove