Kerry James Bouchard

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

• 06/2017 → 02/2020
  Horter Investment Management
  Cincinnati, OH
• 07/1980 → Present
  Milestone Retirement
  Fenton, MI
• 02/2020 → 07/2021
  Simplicity Wealth, Llc
  Holland, MI
• 03/2022 → Present
  Gradient Advisors Llc
  Arden Hills, MN

Previous Registrations

• 2020-02-14 → 2021-07-30
  Simplicity Wealth
  Summit, NJ
  Fenton, MI
  Sterling Heights, MI
• 2017-06-22 → 2020-02-14
  Horter Investment Management, Llc
  Sterling Heights, MI
  Fenton, MI
  Cincinnati, OH

Other Businesses

1. Milestone Wealth Management 123, LLC | Investment Related | 220 Hillview Terrace Fenton MI 48430 | Advisory | Owner | Investment Advisor Representative | 03/2022 | 80hr/mo | 80hrs/mo during trading | Advisory Services 2. Milestone Retirement | Investment Related | 220 Hillview Terrace Fenton MI 48430 | Insurance | Owner | Agent | 03/2022 | 80hr/mo | 4hrs/mo during trading | Insurance Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-30
• S63 Uniform Securities Agent State Law Examination
  2006-03-27