Frank D Davis

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

• 11/2009 → Present
  American Senior Benefits
  Omaha, NE
• 05/2019 → 11/2021
  Virtue Wealth Counsel, Llc
  Omaha, NE
• 11/2021 → Present
  Gradient Advisors Llc
  Arden Hills, MN

Previous Registrations

• 2019-05-17 → 2021-11-05
  Virtue Wealth Counsel, Llc
  Omaha, NE

Other Businesses

American Senior Benefits; Investment Related; 9850 Nicholas St, Ste 200, Omaha, NE 68114; Health, Life, Annuity Sales; Insurance Producer; Start date 11/2009; 120hrs/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-05
• S63 Uniform Securities Agent State Law Examination
  2007-07-07