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Eric John Dileo

Gradient Advisors, LLC

Arden Hills, MN

Laguna Hill, CA

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Current Employers
Gradient Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2024-07-08
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2024-07-08

Branch Locations

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

23046 Avenida De La Carlota Suite #600, Laguna Hill, CA 92653 • 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
Knr Wealth Management, Inc. Laguna Niguel CA 04/2020 06/2023
Simplified Insurance Services, Inc. Dba Krwm Insurance Services Laguna Nigel CA 12/2016 06/2023
Allied Newport Beach CA 04/2016 11/2016
Gradient Advisors Llc Arden Hills MN 06/2023 Present
  • 04/2020 → 06/2023
    Knr Wealth Management, Inc.
    Laguna Niguel, CA
  • 12/2016 → 06/2023
    Simplified Insurance Services, Inc. Dba Krwm Insurance Services
    Laguna Nigel, CA
  • 04/2016 → 11/2016
    Allied
    Newport Beach, CA
  • 06/2023 → Present
    Gradient Advisors Llc
    Arden Hills, MN
Previous Registrations
  • 2020-04-29 → 2023-08-29
    Knr Wealth Management, Inc.
    Laguna Niguel, CA
Other Businesses

1. Summitstone Financial Group, INC | Investment Related | 23046 Avenida De La Carlota Suite #600 Laguna Hills CA 92653 | Financial Planning | Owner | Investment Advisor Representative | 06/2023 | 160hr/mo | 160hrs during trading | Advisory and Insurance services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-07
  • S65 Uniform Investment Adviser Law Examination
    2020-01-07
Other Names
  • Eric Dileo

View on SEC IAPD

Other Firms

BRIGHT ANGEL ADVISORS LLC
HERITAGE CAPITAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT WATERS FINANCIAL
OSAIC INSTITUTIONS, INC.
GRADIENT WEALTH MANAGEMENT

Other Investors

MICHAEL JAMES BARRETT
ANDREW PAUL SWEERE
SCOTT FRED MOLLER
MACLAY MARTIN SWANSON
BETH ELLEN WILLS
JENNIFER MELISSA RAY
MARK JOSEPH SOBIECH
MATTHEW DOUGLAS BREWERS

Other Offices

BRIGHT ANGEL ADVISORS LLC · ST. PAUL, MN
HERITAGE CAPITAL ADVISORS, LLC · ST PAUL, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Arden Hills, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · ARDEN HILLS, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Arden Hills, MN
GREAT WATERS FINANCIAL · SHOREVIEW, MN
OSAIC INSTITUTIONS, INC. · Shoreview, MN
GRADIENT WEALTH MANAGEMENT · ARDEN HILLS, MN

More in Arden Hills, MN

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