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Gradient Investments, LLC CRD 141726
$8.84B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-02-24 |
Branch Locations
4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States
7381 W 133Rd Street Suite 200, Overland Park, KS 66213 • United States
10965 Granada Lane Suite 104, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-02-24 |
| TX | RA | APPROVED_RES | 2023-01-03 |
| MO | RA | APPROVED | 2019-09-20 |
| KS | RA | APPROVED | 2017-04-28 |
Branch Locations
10965 Granada Lane Suite 104, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Wealth Services | Overland Park | KS | 12/2009 | Present |
| Beacon Wealth Advisory Llc | Overland Park | KS | 02/2017 | Present |
| Gradient Investments, Llc | Arden Hills | MN | 02/2023 | Present |
ENTITY: BEACON WEALTH SERVICES; NATURE: INSURANCE SALES; POSITION: OWNER; LOCATION: OVERLAND PARK, KS; STARTED: 2010. APPROXIMATELY 140 HRS/MONTH AND APPROXIMATELY 140 HRS/MONTH DURING TRADING HOURS. GRADIENT INVESTMENTS, LLC; NC SOLICITOR-REQUIRED FILING; ARDEN HILLS, MN; STARTED 02/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-22 |
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