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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-07 |
Branch Locations
118 W Collins St, Portage, WI 53901 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ballroom | Portage | WI | 03/2016 | 02/2019 |
| Gradient Advisors, Llc | Arden Hills | MN | 01/2026 | Present |
| Gap Inc | Portage | WI | 10/2019 | 09/2022 |
| Hg Meigs | Portage | WI | 05/2022 | 08/2022 |
| Chula Vista- Coldwater Canyon Golf Course | Wisconsin Dells | WI | 03/2019 | 08/2022 |
| Macalester College | St. Paul | MN | 02/2020 | 10/2022 |
| Duke University | Durham | NC | 01/2023 | 02/2023 |
| College Student | St. Paul | MN | 08/2019 | 12/2022 |
| High School Student | Portage | WI | 09/2015 | 05/2019 |
| Miller Simonson Insurance, Llc | Portage | WI | 09/2025 | Present |
| Meg Hunter State Farm | Garner | NC | 02/2023 | 09/2025 |
1. Simonson Financial Group | Investment Related | 118 W Collins St, Portage, WI 53901 | Advisory | Financial Advisor | Investment Advisor Representative | 01/2026 | 80hrs/mo | 100hrs/mo during trading | Advisory Services 2. Miller Simonson Insurance, LLC | Investment Related | 118 W Collins St, Portage, WI 53901 | Insurance| Associate | Agent | 09/2025 | 80hrs/mo | 60hrs/mo during trading | Insurance Services 3. Portage Community Schools | Not investment Related | Portage WI | Sports Volunteer| Assistant Coach | 03/2025 | 10hrs/mo outside of trading | Assistant High School Softball Coach
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-08 |
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