Bonnie Sue Clark

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

• 12/2014 → Present
  Kratos Financial & Insurance Solutions
  Temecula, CA
• 12/2016 → Present
  Gradient Advisors, Llc
  Arden Hills, MN
• 12/2016 → Present
  Kratos Wealth Management
  Temecula, CA
• 04/2016 → 12/2016
  Gebhardt Group, Inc
  Temecula, CA

Previous Registrations

• 2016-04-12 → 2016-12-09
  Gebhardt Group, Inc
  Temecula, CA

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-11

Other Names

• Bonnie Sue Magdits
• Bonnie Sue Joseph