Arielle Elaine Williams

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

• 03/2017 → Present
  American Senior Benefits
  Indianapolis, IN
• 11/2014 → 03/2017
  Bankers Life
  Bloomington, IN
• 04/2022 → Present
  Gradient Advisors, Llc
  Arden Hills, MN

Other Businesses

1. A Williams Wealth Management LLC | Investment Related | 7820 Innovation Blvd Suite 225 Indianapolis IN 46278 | Investment Advisory | Owner| Investment Advisor Representative | 04/2023 | 20hrs/mo | 60hrs/mo During Trading | Advisory Services 2. American Senior Benefits | Investment Related | 7820 Innovation Blvd Suite 225 Indianapolis IN 46278 | Insurance | Associate| Agent | 03/2017 | 140hrs/mo | 140hrs/mo During Trading | Insurance Services 3. Royal Neighbors | Not investment Related | Indianapolis IN | Non-Profit | President | 2019 | 1hr/mo outside of trading | Community Service

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-17