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Gradient Advisors, LLC CRD 152665
$289M regulatory AUM 64 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2019-10-07 |
| UT | RA | APPROVED | 2016-09-12 |
Branch Locations
Shell Lake, WI • United States
657 Main Street Suite 104, Elk River, MN 55330 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marketplace Financial | Elk River | MN | 05/2006 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 01/2011 | Present |
1. MARKETPLACE FINANCIAL SERVICES, INC. | Investment Related | 657 MAIN ST. SUITE 104 ELK RIVER, MN 55330 & Shell Lake WI | Financial Planning | President | Investment Advisor Representative | 01/2011 |20 HRS/MO; 20 HRS/MO DURING TRADING | ADVISORY AND INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-02 |
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