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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-15 |
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