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Terry Alan Pigeon

Gradient Advisors, LLC

Fort Myers, FL

Arden Hills, MN

CRD 7290984

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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:

Current Employers
Gradient Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-26
  • FL RA
    APPROVED
    Since 2024-01-26

Branch Locations

Fort Myers, FL • United States

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • 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
World Financial Group, Inc. Fort Myers FL 06/2020 12/2023
Unemployed Fort Myers FL 07/2019 12/2019
Rogan Corp Northbrook IL 11/2015 01/2018
Aetna Hartford CT 10/2019 10/2021
Transamerica Financial Advisors, Inc Fort Myers FL 05/2023 12/2023
Rich Mathews State Farm Estero FL 03/2019 06/2019
Transamerica Agency Network Bonita Springs FL 01/2020 12/2022
College Funding Solutions Llc Salem OR 11/2020 01/2024
Libeerty National Naperville IL 02/2018 11/2018
Unitedhealthcare Corporate Fort Myers FL 10/2019 09/2023
Florida Blue Jacksonville FL 10/2019 07/2023
Unemployed Fort Myers FL 12/2018 03/2019
Tap Insurance, Llc Fort Myers FL 07/2020 Present
Gradient Advisors, Llc Arden Hills MN 01/2024 Present
  • 06/2020 → 12/2023
    World Financial Group, Inc.
    Fort Myers, FL
  • 07/2019 → 12/2019
    Unemployed
    Fort Myers, FL
  • 11/2015 → 01/2018
    Rogan Corp
    Northbrook, IL
  • 10/2019 → 10/2021
    Aetna
    Hartford, CT
  • 05/2023 → 12/2023
    Transamerica Financial Advisors, Inc
    Fort Myers, FL
  • 03/2019 → 06/2019
    Rich Mathews State Farm
    Estero, FL
  • 01/2020 → 12/2022
    Transamerica Agency Network
    Bonita Springs, FL
  • 11/2020 → 01/2024
    College Funding Solutions Llc
    Salem, OR
  • 02/2018 → 11/2018
    Libeerty National
    Naperville, IL
  • 10/2019 → 09/2023
    Unitedhealthcare Corporate
    Fort Myers, FL
  • 10/2019 → 07/2023
    Florida Blue
    Jacksonville, FL
  • 12/2018 → 03/2019
    Unemployed
    Fort Myers, FL
  • 07/2020 → Present
    Tap Insurance, Llc
    Fort Myers, FL
  • 01/2024 → Present
    Gradient Advisors, Llc
    Arden Hills, MN
Previous Registrations
Other Businesses

1. TAP Wealth Management | Investment Related | Fort Myers FL | Investment Advisory and Annuity | Owner | Investment Advisor Representative | 01/2024 | 160 hrs/mo| 140 hrs/mo during trading | Financial Planning 2. Tap Insurance | Investment Related | Fort Myers FL | Insurance | Owner | Agent | 05/2025 | 40hrs/mo | 20hrs/mo during trading | Medicare Health Insurance sales 3. College Funding Solutions | Not Investment Related | 10 High Hill Ln PA 19373 | College Admission Advice | Associate | Agent |12/2020 | 8hrs/mo outside of trading | College Admissions and funding advice

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-16
S63 Uniform Securities Agent State Law Examination 2020-06-27
  • S65 Uniform Investment Adviser Law Examination
    2020-07-16
  • S63 Uniform Securities Agent State Law Examination
    2020-06-27

View on SEC IAPD

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