Stephanie Ann Burling

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

• 07/2014 → 08/2022
  Bankers Life & Casualty
  Peoria Heights, IL
• 07/2018 → 08/2022
  Bankers Life Securities
  Peoria Heights, IL
• 09/2022 → Present
  Gradient Advisors Llc
  Arden Hills, MN

Previous Registrations

• 2019-03-13 → 2022-08-02
  Bankers Life Advisory Services, Inc.
  Peoria Heights, IL
  Chicago, IL
  Orland Park, IL

Other Businesses

1. Burling Wealth Advisors Inc; Investment Related; 2000 S Batavia Ave, Suite 350 Geneva, IL 60134; Financial and Retirement Planning, Insurance Services ; Investment Advisor Representative; 01/2023 2. American Senior Benefit/Key Retirement; Investment Related; 2000 S Batavia Ave, Suite 350 Geneva, IL 60134; Insurance Sales; Insurance Agent; 08/2022; 120 hrs/mo 3. IPF Foundation; Not Investment Related; Naples FL; Medical Foundation; Board of Directors; 08/2022; 1 hrs/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-04
• S63 Uniform Securities Agent State Law Examination
  2018-09-07

Other Names

• Stephanie Ann Burling
• Stephanie Grudzinski
• Stephanie Ann Grudzinski