Melissa Kimberly Blumenthal

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

• 09/2020 → 12/2022
  Pgh Advisors, Llc
  Tucson, AZ
• 10/2018 → 12/2022
  The Hopman Group, Llc
  Tucson, AZ
• 10/2014 → 08/2018
  Sandhill Retirement Solutions
  Omaha, NE
• 12/2022 → Present
  Gradient Advisors Llc
  Arden Hills, MN
• 11/2022 → Present
  Bloom Wealth Alliance Llc
  Tucson, AZ

Previous Registrations

• 2020-10-08 → 2022-12-31
  Pgh Advisors, Llc
  Tucson, AZ
  Tucson, AZ

Other Businesses

1. Bloom Wealth Alliance LLC | Investment Related | Tucson AZ | Financial Planning | Owner | Investment Advisor Representative | 11/2022 | 160Hrs/Mo| 160Hrs/Mo during | Investment advising & Insurance Sales 2. F*ST! Female Story Tellers |Not investment related | Tucson AZ | Storytelling workshops | President | Facilitator | 2018 | ~0-10 hrs/mo outside of trading | Conduct and preside over meetings and facilitate 3. LGBT Chamber of Commerce | Not-investment Related | PO Box 14312 Tucson AZ 85732 | Chamber of commerce |Member | 01/2022 | 5hrs/mo outside of trading | outreach

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-27

Other Names

• Mel Blumenthal