Katie Michelle Grage

Employer firm

Gradient Securities, LLC CRD 127701

$608M regulatory AUM 251 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

• 12/2016 → 05/2018
  Gradient Advisors, Llc
  Arden Hills, MN
• 08/2016 → 12/2016
  Unemployed
  Anoka, MN
• 06/2018 → 09/2018
  Unemployed
  Anoka, MN
• 09/2018 → 04/2019
  Pucci Pet Grooming
  Anoka, MN
• 05/2019 → 09/2019
  Ingrated Building Solution
  Coon Rapids, MN
• 09/2019 → 01/2020
  Unemployed
  Anoka, MN
• 01/2020 → Present
  Ria Registrar
  Arden Hills, MN
• 04/2025 → Present
  Gradient Securities, Llc
  Arden Hills, MN
• 04/2020 → 08/2025
  Gradient Advisors. Llc
  Arden Hills, MN

Previous Registrations

• 2020-04-07 → 2025-08-25
  Gradient Advisors, Llc
  Arden Hills, MN
• 2017-03-15 → 2018-06-04
  Gradient Advisors, Llc
  Arden Hills, MN
  Arden Hills, MN
• 2014-12-16 → 2016-07-21
  Thrivent Investment Management Inc.
  Minneapolis, MN
• 2013-05-28 → 2014-12-11
  Cetera Advisors Llc
  Greenwood Village, CO
  St Cloud, MN
• 2013-11-21 → 2014-12-11
  Cetera Wealth Services, Llc
  El Segundo, CA
  St Cloud, MN
• 2014-01-21 → 2014-12-11
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 2010-06-29 → 2014-01-21
  Cetera Investment Services Llc
  St Cloud, MN

Other Businesses

1. RIA REGISTRAR; NOT INVESTMENT RELATED; ARDEN HILLS, MN 55126; DIRECTOR OF COMPLIANCE; START 1/2020; 128 HOURS PER MONTH; 128 HOURS DURING SECURITIES TRADING HOURS; COMPLIANCE CONSULTING.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-12-10
• S65 Uniform Investment Adviser Law Examination
  2007-09-21

Other Names

• Katie Michelle Haider