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Matthew Phillip Anderson

Gradient Investments, LLC

Arden Hills, MN

CRD 6337030

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Employer firm

Gradient Investments, LLC CRD 141726

$8.84B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Gradient Investments, Llc

4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-05
MN RA APPROVED 2019-02-27
  • TX RA
    APPROVED_RES
    Since 2023-01-05
  • MN RA
    APPROVED
    Since 2019-02-27

Branch Locations

4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • 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
Gradient Advisors, Llc Arden Hills MN 04/2017 02/2019
Case Central Arden Hills MN 01/2015 02/2019
Gradient Investments, Llc Arden Hills MN 02/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-13
  • S65 Uniform Investment Adviser Law Examination
    2017-02-13
Other Names
  • Matt Anderson

View on SEC IAPD

Nearby Firms

BRIGHT ANGEL ADVISORS LLC
HERITAGE CAPITAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

MICHAEL JAMES BARRETT
ANDREW PAUL SWEERE
SCOTT FRED MOLLER

Nearby Offices

BRIGHT ANGEL ADVISORS LLC · ST. PAUL, MN
HERITAGE CAPITAL ADVISORS, LLC · ST PAUL, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Arden Hills, MN

More in Arden Hills, MN

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