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Thomas James Kaliszak

Gradient Advisors, LLC

Arden Hills, MN

Apollo Beach, FL

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Current Employers
Gradient Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-05-11
  • FL RA
    APPROVED
    Since 2022-05-11

Branch Locations

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

Apollo Beach, FL • 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
OrganizationCityStateFromTo
Ruggiero Welath Management, Llc Coeur D'ALene ID 10/2021 05/2022
Kaliszak Insurance Consultancy Llc Apollo Beach FL 02/2021 Present
Massmutual Life Insurance Company Hunt Valley MD 01/2011 09/2016
Gradient Advisors Llc Arden Hills MN 05/2022 Present
Thomas Kaliszak - Independent Agent Apollo Beach FL 09/2016 02/2021
  • 10/2021 → 05/2022
    Ruggiero Welath Management, Llc
    Coeur D'ALene, ID
  • 02/2021 → Present
    Kaliszak Insurance Consultancy Llc
    Apollo Beach, FL
  • 01/2011 → 09/2016
    Massmutual Life Insurance Company
    Hunt Valley, MD
  • 05/2022 → Present
    Gradient Advisors Llc
    Arden Hills, MN
  • 09/2016 → 02/2021
    Thomas Kaliszak - Independent Agent
    Apollo Beach, FL
Previous Registrations
  • 2021-10-19 → 2022-05-09
    Ruggiero Wealth Management
    Apollo Beach, FL
    Coeur D'ALene, ID
Other Businesses

1. Thomas Kaliszak | Investment Related | 5522 Rainwood Meadows Dr Apollo Beach FL 33572 | Investment Advisory | Owner | Investment Advisor Representative | 5/2022 | 75hrs/mo | 75hrs/mo during trading | Advisory Services 2. Kaliszak Insurance Consultancy LLC | Investment Related | 5522 Rainwood Meadows Dr Apollo Beach FL 33572 | Insurance | President/Owner| Agent | 2/2021 | 75hrs/mo | 75hrs/mo during trading | Insurance Services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-10
S63 Uniform Securities Agent State Law Examination 2012-07-24
  • S65 Uniform Investment Adviser Law Examination
    2021-09-10
  • S63 Uniform Securities Agent State Law Examination
    2012-07-24
Other Names
  • Tommy Kaliszak

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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