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Steven Lee Hohenwarter

Gradient Advisors, LLC

Lancaster, PA

Arden Hills, MN

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Current Employers
Gradient Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-07-20
  • PA RA
    APPROVED
    Since 2015-07-20

Branch Locations

255 Butler Ave Suite 101, Lancaster, PA 17601 • United States

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • 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
Gradient Advisors, Llc Arden Hills MN 07/2015 Present
Assests & Insurance Management Lancaster PA 06/2004 Present
  • 07/2015 → Present
    Arden Hills, MN
  • 06/2004 → Present
    Assests & Insurance Management
    Lancaster, PA
Other Businesses

South Bay HOA; Non Investment related, 501 Edgewater Ave. Ocean City, MD 21842; HOA Board Member, VP; Start date 2/2022; Appx 5 hours per month. DBA- ASSETS & INSURANCE MANAGEMENT, INC. OWNER OF HEALTH & LIFE INSURANCE. START DATE: 01/2004. LACATED AT: 280 GRADITE RUN DRIVE SUITE 250 LANCASTER, PA 17601

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-18
  • S65 Uniform Investment Adviser Law Examination
    2015-05-18
Other Names
  • Steve Hohenwarter

View on SEC IAPD

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