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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-05 |
| OK | RA | APPROVED | 2017-01-31 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
15401 N. May Ave Suite 1200, Oklahoma City, OK 73013 • 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 |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 01/2017 | Present |
| Southwest Retirement Resources, Inc. | Oklahoma City | OK | 10/2011 | Present |
1) dba Southwest Wealth Management, LLC; 3600 NW 138th Street Suite 102, Oklahoma City, OK 73134; Wealth Management, advisory services and insurance sales; owner 2) Southwest Retirement Resources, Inc.; 3600 NW 138th Street Suite 102, Oklahoma City, OK 73134; Insurance Sales, Medicare products, and Long-term care; Owner; Start date: 12/2011
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-30 |
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