Michael Anthony Moylan

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

• 04/1995 → Present
  Moylan Agency
  Chicago, IL
• 01/2010 → Present
  Advanced Planning Advisors
  Mokena, IL
• 10/2012 → Present
  Gradient Advisors, Llc
  Shoreview, MN

Previous Registrations

• 2011-09-08 → 2012-06-14
  American Elite Retirement
  Mokena, IL

Other Businesses

1) dba ADVANCED PLANNING ADVISORS, INC. - INSURANCE IN NATURE (ANNUITIES, LIFE, ETC.), RETIREMENT PLANNING. PARTNER IN THE COMPANY, STARTED IN JANUARY OF 2010. 160/MONTH. 10026 W 190TH PLACE, MOKENA, IL 60448. MOYLAN AGENCY, MOKENA, IL. STARTED IN 04/1995. 2) The Recovery Group, LLC -19612 GREENVIEW PL., TINLEY PARK, IL 60487 - Real Estate - Owner of rental property - Non investment related - Start Date: 2003 3) American Capital Group, LLC; Investment Related; 10026 W 190th Pl Mokena IL 60448 IL; Rental Property; Manager; 08/2024; 1hr.mo; 0hrs during trading; Rental Property Manager

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-28
• S63 Uniform Securities Agent State Law Examination
  2000-10-09

Other Names

• Michael Anthony Moylan
• Mike Moylan
• Michael Moylan