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Patrick Jason Guerin

Gradient Advisors, LLC

Shoreview, MN

Arden Hills, MN

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Current Employers
Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2017-03-20
  • MN RA
    APPROVED
    Since 2017-03-20

Branch Locations

Shoreview, MN • United States

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gradient Advisors, Llc Arden Hills MN 03/2017 Present
Gradient Insurance Brokerage Arden Hills MN 09/2011 09/2021
Gradient Financial Group Arden Hills MN 09/2024 Present
Gradient Life Brokerage, Llc Arden Hills MN 09/2021 Present
  • 03/2017 → Present
    Arden Hills, MN
  • 09/2011 → 09/2021
    Gradient Insurance Brokerage
    Arden Hills, MN
  • 09/2024 → Present
    Gradient Financial Group
    Arden Hills, MN
  • 09/2021 → Present
    Gradient Life Brokerage, Llc
    Arden Hills, MN
Other Businesses

1) 45 North Wealth Group, LLC | Investment Related | 5610 Alameda St Shoreview MN 55126 | President/Owner | Investment Advisor Representative| 03/2017 | 2hrs/mo outside trading | Advisory Services, wealth management, and insurance sales 2) Gradient Life Brokerage, LLC | Investment Related | 4105 N Lexington Ave Arden Hills MN 55126 | Life Insurance | President | 09/2021| 80hrs/mo | 80hrs/mo During Trading | Oversee Day-to-day activities 3) Gradient Financial Group | Investment Related | 4105 N Lexington Ave, Arden Hills, MN 55126 | Advocate | Advisor Development Officer | 09/2024 | 80hrs/mo | 80hrs/mo During Trading | Liaison and Advocate or GFG financial Services Professionals

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-17
  • S65 Uniform Investment Adviser Law Examination
    2017-02-17
Other Names
  • Jay Guerin

View on SEC IAPD

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