Mary K Klug

Employer firm

Gradient Advisors, LLC CRD 152665

$289M regulatory AUM 64 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2022 → Present
  Gradient Advisors Llc
  Arden Hills, MN
• 05/2016 → Present
  Klug Financial Solutions
  Merrill, WI
• 05/2016 → Present
  American Senior Benefits
  Wausau, WI

Other Businesses

1. Klug Wealth Management | Investment Related | 402 W Main Street Merrill WI 54452 | Advisory | Owner | Investment Advisor Representative | 03/2022 | 80hrs/mo | 80hrs/mo during trading | Investment Advisory Services 2. Klug Financial Solutions | Investment related | 402 W Main Street Merrill WI 54452 | Insurance| Insurance Agent | 5/2016 | 80hrs/mo | | 80hrs/mo during trading | Insurance Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-15

Other Names

• Mary K Sczygelski