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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-01-19 |
| CA | RA | APPROVED | 2016-12-12 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Surprise, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kratos Financial & Insurance Solutions | Temecula | CA | 12/2014 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 12/2016 | Present |
| Kratos Wealth Management | Temecula | CA | 12/2016 | Present |
| Gebhardt Group, Inc | Temecula | CA | 04/2016 | 12/2016 |
1) dba Kratos Wealth Management; 14848 West Redfield Rd, Surprise, AZ 85379; Owner; Retirement Planning and Investment Advisory Services; Start Date: 12/2016 2) Kratos Financial Solutions, LLC; 14848 West Redfield Rd, Surprise, AZ 85379; Owner; Insurance Services; Start Date: 09/2009 3) SCORE; Connects entrepreneurs with mentors to help build their business; Mentor for local small business; Start Date: 10/2015 4) Christian Business Partners- Temecula Chapter - Local networking group - Secretary - Take attendance and meeting minutes - Start Date 6/2017 - 5 hours/month - No compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-11 |
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