Shannon Nicole Gligora

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

• 06/2022 → 12/2022
  Verity Asset Management
  Durham, NC
• 01/2016 → 01/2025
  Appreciation Financial
  Las Vegas, NV
• 08/2022 → 02/2025
  Encompass More Asset Management Llc
  Danville, CA
• 02/2025 → Present
  Gradient Advisors, Llc
  Arden Hills, MN

Previous Registrations

• 2022-09-12 → 2025-02-11
  Encompass More Asset Management Llc
  Westerville, OH
  Danville, CA
• 2022-06-09 → 2022-10-03
  Verity Asset Management
  Westerville, OH
  Durham, NC

Other Businesses

1. Shannon Gligora | Investment Related | Columbus OH 43229| Financial Planning | Owner | Investment Advisor Representative | 02/2025 | 120hrs/mo | 120hrs/mo during trading | Advisory and Insurance Services 2. Abundant Life Solutions, LLC | Not investment-related | Columbus OH 43229 | Pass-through entity | Sole Proprietor | Officer | 06/2020 | 2hrs/mo | 2 hrs/mo during trading | Management and clerical duties 3. Shannon's Daily Pay | Not investment Related | Columbus OH 43229 | Digital Marketing Course | Owner | 07/2024 | 1hr/mo | 1hr/mo during trading | Online sales of a digital marketing course

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-29

Other Names

• Shannon Gligora