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Employer firm

Norseman Advisory Group, Inc. CRD 143691

$60.5M regulatory AUM 38 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars
  • THIRD PARTY MONEY MANAGEMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Norseman Advisory Group, Inc.

11818 Rock Landing Drive Suite 103, Newport News, VA 23606 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-07-15
NC RA APPROVED 2026-06-19
FL RA APPROVED 2026-05-15
VA RA APPROVED 2026-05-13
  • PA RA
    APPROVED
    Since 2026-07-15
  • NC RA
    APPROVED
    Since 2026-06-19
  • FL RA
    APPROVED
    Since 2026-05-15
  • VA RA
    APPROVED
    Since 2026-05-13

Branch Locations

11818 Rock Landing Drive Suite 103, Newport News, VA 23606 • United States

Gradient Investments, Llc

4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-06-09
  • NC RA
    APPROVED
    Since 2026-06-09

Branch Locations

11818 Rock Landing Drive Suite 103, Newport News, VA 23606 • 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
Gradient Investments, Llc Arden Hills MN 06/2026 Present
Mcm Financial Management Newport News VA 02/2021 04/2026
Full Time Student Harrisonburg VA 08/2013 05/2023
Osaic Wealth, Inc. Newport News VA 09/2024 04/2026
Norseman Advisory Group, Inc. Newport News VA 05/2026 Present
Osaic Wealth, Inc. Newport News VA 05/2024 04/2026
Previous Registrations
Other Businesses

(1) Norseman Advisory Group, Inc.; Yes; Newport News, VA; RIA; IAR; 05/2026; 99% of time spent on this business (2) Gradient Investments, LLC; Yes; Arden Hills, MN; RIA; Solicitor; 06/2026; 1% of time spent on this business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-16
  • S66 Uniform Combined State Law Examination
    2024-09-16
Other Names
  • Nick Wellbrock

View on SEC IAPD

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