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Gradient Advisors, LLC CRD 152665
$289M regulatory AUM 64 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-04-22 |
Branch Locations
1014 Highway 55 E, Buffalo, MN 55313 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jim Poe & Associates, Inc. | Fort Worth | TX | 01/2017 | 03/2017 |
| Senior Retirement Planners Dba Dfw Retirement Planners | Fort Worth | TX | 06/2016 | 04/2017 |
| Pruco Securities, Llc. | Buffalo | MN | 04/2017 | 09/2019 |
| The Prudential Insurance Company Of America | Buffalo | MN | 04/2017 | 09/2019 |
| Mml Investors Services, Llc | Buffalo | MN | 09/2019 | 01/2020 |
| Massmutual Life Insurance Co | Buffalo | MN | 09/2019 | 01/2020 |
| Ria Advisory Group, Llc | Buffalo | MN | 02/2020 | 11/2025 |
| Insurance Brokers Of Mn | Buffalo, | MN | 09/2019 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 03/2026 | Present |
1. Robinson Financial & Insurance Services, LLC | Investment Related | 1014 Highway 55 E, Buffalo, MN 55313 | Financial Planning | Financial Advisor | Investment Advisor Representative | 04/2026 | 60hrs/mo | 60hrs/mo during trading | Advisory and Annuity Services 2. Insurance Brokers of MN | Investment Related | 1014 Highway 55 E, Buffalo, MN 55313 | Insurance |Owner | Agent | 09/2019 | 100hrs/mo | 100hrs/mo during trading | Medicare, Group Health plans, property & Casualty Insurance, Home & Auto insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-16 |
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