Scott Daniel Schloegel

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

• 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

• S66 Uniform Combined State Law Examination
  2013-08-26