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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-03-25 |
| KS | RA | APPROVED | 2024-02-02 |
Branch Locations
8500 W 110Th St Ks #610A, Overland Park, KS 66210 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 01/2024 | Present |
| Sem Retirement Services, Llc | Overland Park | KS | 09/2005 | Present |
1. SEM Advisors; Investment Related; 8500 W 110th #610A Overland Park KS 66210; Investment Advisory; Owner: Investment Advisor Representative; 2/2024; 60hours a month during trading; Financial planning 2. SEM Retirement Services LLC, Investment Related; 8500 W 110th #610A Overland Park KS 66210; Insurance and Medicare Sales; Owner; Agent; 09/2005; 120 Hours a month during trading; Assisting clients with insurance needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-23 |
| S66 | Uniform Combined State Law Examination | 2004-02-18 |
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