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4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-06 |
| MN | RA | APPROVED | 2025-08-26 |
| GA | RA | APPROVED | 2023-11-02 |
| MI | RA | APPROVED | 2019-10-25 |
| OH | RA | APPROVED | 2019-10-25 |
Branch Locations
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US
4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
912 Centennial Way Suite 340, Lansing, MI 48917 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities, Llc | Arden Hills | MN | 08/2011 | Present |
| Gradient Securities Dba Gradient Wealth Management | Arden Hills | MN | 10/2019 | Present |
| Looking Glass Financial Services, Inc | Lansing | MI | 02/2007 | 12/2024 |
| Looking Glass Wealth Management | Lansing | MI | 12/2024 | Present |
1. DBA: LOOKING GLASS WEALTH MANAGEMENT; INV-RELATED; 912 CENTENNIAL WAY, STE 340, LANSING, MI 48917; SECURITIES/ADVISORY SERVICES; RR/IAR; DBA FOR SECURITIES AND ADVISORY BUSINESS; START 10/2024; HOURS: 160 PER MONTH; 160 HRS PER MONTH DURING SECURITIES TRADING HOURS; DBA NAME. 2. LOOKING GLASS INSURANCE SOLUTIONS; INV RELATED; 912 CENTENNIAL WAY, STE 340, LANSING, MI 48917; INSURANCE; MANAGING MEMBER; START 12/2024; 20 HOURS PER MONTH; 20 HOURS DURING SECURITIES TRADING HOURS; SALES OF INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-11 |
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