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Michele Gerel Miranda

Gradient Advisors, LLC

Arden Hills, MN

Wellington, FL

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Current Employers
Gradient Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-07-20
CA RA APPROVED 2022-06-30
  • FL RA
    APPROVED
    Since 2022-07-20
  • CA RA
    APPROVED
    Since 2022-06-30

Branch Locations

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

12773 Forest Hill Blvd Suite 207, Wellington, FL 33414 • 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
Securian Financial Services Inc St Paul MN 02/2020 03/2020
Minnesota Life Ins Co St Paul MN 04/2020 07/2020
Tax & Financial Group Newport Beach CA 04/2020 07/2020
Pre-Planning Solutions, Inc. Wellington CA 06/2008 Present
M&N Marketing Insurance Services, Inc. Wellington CA 01/2009 Present
Securian Financial Services Inc St Paul MN 04/2020 07/2020
Guardian Financial Partners, Llc Orange CA 03/2022 04/2022
Gradient Advisors Llc Arden Hills MN 06/2022 Present
  • 02/2020 → 03/2020
    Securian Financial Services Inc
    St Paul, MN
  • 04/2020 → 07/2020
    Minnesota Life Ins Co
    St Paul, MN
  • 04/2020 → 07/2020
    Tax & Financial Group
    Newport Beach, CA
  • 06/2008 → Present
    Pre-Planning Solutions, Inc.
    Wellington, CA
  • 01/2009 → Present
    M&N Marketing Insurance Services, Inc.
    Wellington, CA
  • 04/2020 → 07/2020
    Securian Financial Services Inc
    St Paul, MN
  • 03/2022 → 04/2022
    Orange, CA
  • 06/2022 → Present
    Arden Hills, MN
Previous Registrations
Other Businesses

Pre-Planning Wealth Advisors, LLC Investment Related 12773 Forest Hill Blvd Suite 207 Wellington FL 33414 Financial & Investment Planning Owner Pre-Planning Solutions, Inc. Not Investment-Related 12773 Forest Hill Blvd Suite 207 Wellington FL 33414 Provide education seminars and marketing material to help people understand the advantages of funeral cremation and estate planning. President/Owner Established in 2008 Hours as Needed - 40 hours a Month Depending on Community Educational Opportunities I create marketing and educational materials to assist people to pre-plan for life's many events from a Financial, Estate and Legacy Planning Perspective. M&N Marketing Insurance Services, Inc. Investment-Related 12773 Forest Hill Blvd Suite 207 Wellington FL 33414 General Agency for Insurance Solutions President/Owner Established in 2009 Hours as Needed - 120 hours a Month Depending on Client Opportunities I offer insurance/annuity solutions to agents and individual clients as they pre-plan for life's many events from a Financial, Estate and Legacy Planning Perspective.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-01
  • S65 Uniform Investment Adviser Law Examination
    2021-09-01
Other Names
  • Sr. Jacqueline Marie Miranda

View on SEC IAPD

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