Rhonda Kim Fisher

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

• 05/2008 → 05/2024
  Secure Financial Solutions, Inc.
  Greer, SC
• 05/2024 → Present
  Gradient Advisors, Llc
  Arden Hills, MN

Previous Registrations

• 2008-10-30 → 2024-06-26
  Secure Financial Solutions, Inc.
  Greer, SC

Other Businesses

1. Secure Financial Solutions, Inc; Investment Related; 904 W Poinsett street, Greer, South Carolina 29650; Financial Planning; Owner; Investment Advisor Representative; 05/2008; 160hrs/mo; 160hrs/mo during trading; Insurance and Advisory Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-21
• S63 Uniform Securities Agent State Law Examination
  2000-06-29

Other Names

• Kim Fisher