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Gradient Advisors, LLC CRD 152665
$289M regulatory AUM 64 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2016-09-16 |
Branch Locations
311 W 24Th Street, Pueblo, CO 81003 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
319 N Weber St, Colorado Springs, CO 80903 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 09/2016 | Present |
| Allied Wealth Advisors | Pueblo | CA | 08/2010 | Present |
ALLIED WEALTH ADVISORS: 311 W. 24TH STREET, PUEBLO, CO 81003 & 319 N Weber St Colorado Springs CO 80903; S-CORP; OWNER; D.B.A ALLIED WEALTH FINANCIAL GROUP IS AN INSURANCE ENTITY THAT IS UNDER ALLIED WEALTH ADVISORS- 311 W. 24TH STREET, PUEBLO, CO 81003. SALES OF LIFE, HEALTH AND FIXED ANNUITY PRODUCTS, INDEPENDENT INSURANCE AGENT, 2010-PRESENT. OFFER LIFE, HEALTH & FIXED ANNUITY PRODUCTS. D.B.A ALLIED WEALTH INVESTMENT, LLC- 311 W. 24TH STREET, PUEBLO, CO 81003 & 319 N Weber St Colorado Springs CO 80903. RETIREMENT PLANNING AND INVESTMENT SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-04 |
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