Michael David Kerby

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

• 01/2005 → Present
  Secure Retirement Planners, Inc
  Warsaw, MO
• 04/2012 → Present
  Gradient Advisors, Lllc
  Shoreview, MN

Other Businesses

1) DBA SECURE RETIREMENT PLANNERS, INC; INV-RELATED; 1330 COMMERCIAL St, SUITE 100, WARSAW, MO 65355; INDEPENDENT AGENT AND INVESTMENT ADVISOR REPRESENTATIVE; START 04/2012; 200 HRS/MO; 200 HRS/MO DURING TRADING 2) BUCK MOUNTAIN RANCH; NON-INV RELATED; PROPRIETER; START 07/2010; 50 HRS/MO; 0 HRS/MO DURING TRADING 3) BANK OF THE INTERNET; REPRESEENTING BANK SAVING PRODUCTS; MARKETING ADVISOR; START DATE: 04/08/15 5 HOURS/MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-26