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Andrew Patrick Bird

Gradient Advisors, LLC

Arden Hills, MN

Mesquite, NV

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Current Employers
Gradient Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-07-08
  • NV RA
    APPROVED
    Since 2025-07-08

Branch Locations

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

315 Calais Dr, Mesquite, NV 89027 • 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
Shelter Insurance Mesquite NV 11/2014 10/2016
Financial Concepts Retirement Planning Llc Mesquite NV 11/2016 Present
Gradient Advisors, Llc Mesquite NV 06/2025 Present
  • 11/2014 → 10/2016
    Shelter Insurance
    Mesquite, NV
  • 11/2016 → Present
    Financial Concepts Retirement Planning Llc
    Mesquite, NV
  • 06/2025 → Present
    Gradient Advisors, Llc
    Mesquite, NV
Other Businesses

1. Financial Concepts INC | Investment Related | 315 Calais Dr. Mesquite, NV 89027| Advisory | Advisor | Investment Advisor Representative | 6/2025 | 80hrs/mo | 80hrs/mo during trading | Advisory Services 2. Financial Concepts Retirement Planning, LLC | Investment Related | 315 Calais Dr. Mesquite, NV 89027| Insurance| Associate| Agent | 11/2016 | 80hrs/mo | 80hrs/mo during trading | Insurance Services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-21
  • S65 Uniform Investment Adviser Law Examination
    2025-05-21

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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