Inactive

Scott Daniel Schloegel

Gradient Advisors, LLC

Arden Hills, MN

Kansas City, MO

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Current Employers

Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2024-05-14
TX	RA	APPROVED_RES	2024-03-28
CA	RA	APPROVED	2024-03-12
CO	RA	APPROVED	2024-03-11
KS	RA	APPROVED	2024-03-11
MO	RA	APPROVED	2023-12-19

NC RA
APPROVED

Since 2024-05-14
TX RA
APPROVED_RES

Since 2024-03-28
CA RA
APPROVED

Since 2024-03-12
CO RA
APPROVED

Since 2024-03-11
KS RA
APPROVED

Since 2024-03-11
MO RA
APPROVED

Since 2023-12-19

Branch Locations

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

1201 Nw Briarcliff Pkwy 2Nd Floor, Kansas City, MO 64116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Creative Planning	Leawood	KS	09/2016	03/2018
Royal Alliance	Kansas City	MO	04/2018	09/2023
Premier Financial Partners, Llc	Kansas City	MO	01/2019	07/2022
Gradient Advisors, Llc	Arden Hills	MN	12/2023	Present
My Np Financial	Kansas City	MO	06/2026	Present

09/2016 → 03/2018

Creative Planning

Leawood, KS
04/2018 → 09/2023

Royal Alliance

Kansas City, MO
01/2019 → 07/2022

Premier Financial Partners, Llc

Kansas City, MO
12/2023 → Present

Gradient Advisors, Llc

Arden Hills, MN
06/2026 → Present

My Np Financial

Kansas City, MO

Previous Registrations

2018-04-13 → 2023-09-21

Osaic Wealth, Inc.

Kansas City, MO

St. Louis, MO
2019-01-31 → 2022-07-06

Premier Financial Partners, Llc

Kansas City, MO

St. Louis, MO
2016-09-26 → 2018-03-06

Creative Planning

Overland Park, KS
2014-08-11 → 2016-08-19

Invest Financial Corporation

Higginsville, MO

Warrensburg, MO

Clinton, MO

Warrensburg, MO

Lees Summit, MO

Overland Park, KS

Overland Park, KS

Lees Summit, MO

Lees Summit, MO

Kansas City, MO
2013-11-25 → 2014-06-02

Cetera Advisors Llc

Greenwood Village, CO

Overland Park, KS
2013-10-09 → 2013-11-01

Securian Financial Services, Inc.

Overland Park, KS

Other Businesses

1. My NP Advisor dba Gradient Advisors | Investment Related | 1201 NW Briarcliff Pkwy 2nd Floor Kansas City MO 64116 | Advisory | Financial Advisor | Investment Advisor Representative | 12/2023 | 80hrs/mo | 80hrs/mo outside trading | Advisory Services 2. My NP Financial | Investment Related | 1201 NW Briarcliff Pkwy 2nd Floor Kansas City MO 64116 | Insurance| Owner | Agent | 6/2026 | 80hrs/mo | 80hrs/mo outside trading | Insurance Services

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-08-26

S66 Uniform Combined State Law Examination

2013-08-26

View on SEC IAPD

Other Firms

BRIGHT ANGEL ADVISORS LLC

HERITAGE CAPITAL ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

GREAT WATERS FINANCIAL

OSAIC INSTITUTIONS, INC.

GRADIENT WEALTH MANAGEMENT

Other Investors

MICHAEL JAMES BARRETT

ANDREW PAUL SWEERE

SCOTT FRED MOLLER

MACLAY MARTIN SWANSON

BETH ELLEN WILLS

JENNIFER MELISSA RAY

MARK JOSEPH SOBIECH

MATTHEW DOUGLAS BREWERS

Other Offices

BRIGHT ANGEL ADVISORS LLC · ST. PAUL, MN

HERITAGE CAPITAL ADVISORS, LLC · ST PAUL, MN

AMERIPRISE FINANCIAL SERVICES, LLC · Arden Hills, MN

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · ARDEN HILLS, MN

STATE FARM INVESTMENT MANAGEMENT CORP. · Arden Hills, MN

GREAT WATERS FINANCIAL · SHOREVIEW, MN

OSAIC INSTITUTIONS, INC. · Shoreview, MN

GRADIENT WEALTH MANAGEMENT · ARDEN HILLS, MN

More in Arden Hills, MN

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