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Current Employers
Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-01
  • WI RA
    APPROVED
    Since 2025-01-01

Branch Locations

Merrill, WI • United States

4105 Lexington Avenue N. Suite 225, 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 01/2022 Present
Klug Financial Solutions Merrill WI 05/2016 Present
American Senior Benefits Wausau WI 05/2016 Present
  • 01/2022 → Present
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-15
  • S65 Uniform Investment Adviser Law Examination
    2021-10-15
Other Names
  • Mary K Sczygelski

View on SEC IAPD

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