Timothy Brian Neer

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

• 03/2016 → 01/2019
  Principal Life Insurance Company
  Chesterfield, MO
• 03/2016 → 01/2019
  Princor Financial Services Corp
  Chesterfield, MO
• 01/2019 → 12/2022
  Prudential Insurance Company Of America
  St Louis, MO
• 01/2019 → 12/2022
  Pruco Securities, Llc.
  St Louis, MO
• 06/2023 → Present
  Gradient Advisors Llc
  Arden Hills, MN
• 01/2023 → 06/2024
  Gateway Insurance Partners, Llc
  O'FAllon, MO

Previous Registrations

• 2019-01-30 → 2023-01-03
  Pruco Securities, Llc.
  St. Louis, MO
• 2017-07-31 → 2019-01-30
  Principal Securities, Inc.
  Chesterfield, MO

Other Businesses

1. Neerly There Wealth Management; Investment-Related; 1608 Forestview Ridge Lane, Ballwin MO 63021; Financial Planning ; IAR; 06/2023; 160hrs/mo; 160hrs/mor during trading; Advisory, Insurance, and Medicare services

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-27
• S63 Uniform Securities Agent State Law Examination
  2016-04-21