Curtis Robert Stoner

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

• 06/2017 → 06/2018
  The Prudential Insurance Company Of America
  Franklin, TN
• 06/2017 → 06/2018
  Pruco Securities Llc
  Franklin, TN
• 01/2016 → 06/2017
  Self Employed Insurance Agent
  Clarksville, TN
• 01/2016 → 06/2017
  Fidelis Insurance & Financial Group
  Fairview, TN
• 02/2025 → Present
  Gradient Advisors, Llc
  Arden Hills, MN
• 05/2015 → 08/2024
  Curtis Stoner - Independent Agent
  Dickson, TN
• 09/2024 → Present
  Senior Health And Wealth Solutions, Llc
  Dickson, TN

Other Businesses

1. TriStar Wealth Advisors | Investment Related | 880 Highway 70 W Suite 1 Dickson TN 37055 | Investment Advisory | Owner | Investment Advisor Representative | 02/2025 | 130hrs/mo | 130hrs/mo during trading | Advisory Services 2. Senior Health and Wealth Solutions, LLC | Investment Related | 880 Highway 70 W Suite 1 Dickson TN 37055 | Insurance | Owner | Agent | 09/2024 | 02/2025 | 30hrs/mo | 30hrs/mo during trading | Insurance Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-21
• S63 Uniform Securities Agent State Law Examination
  2017-05-26
• S63 Uniform Securities Agent State Law Examination
  2017-05-26

Other Names

• Curt Stoner