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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-22 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
941 West Morse Blvd Suite 100, Winter Park, FL 32789 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Advisors Llc | Arden Hills | MN | 06/2023 | Present |
| Medigap Supplement Headquarters | Orlando | FL | 11/2008 | Present |
1. Your Pension Rep | Investment Related | 941 West Morse Blvd Suite 100 Winter Park FL 32789 | Financial Planning | Owner | Investment Advisor Representative| 06/2023 | 100hrs/mo | 10hrs/mo during trading | Advisory and Insurance Services 2. Medigap Supplement Headquarters | Investment Related | 941 West Morse Blvd Suite 100 Winter Park FL 32789 | Medicare | Owner | Agent | 11/2008 | 60hrs/mo | 60hrs/mo during trading | Medicare sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-18 |
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