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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-05 |
| WI | RA | APPROVED | 2017-09-29 |
| MN | RA | APPROVED | 2017-09-27 |
Branch Locations
7900 Xerxes Avenue South Suite 920, Bloomington, MN 55431 • 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 |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 09/2017 | Present |
| Kaley Financial Group, Llc | Coon Rapids | MN | 07/2017 | Present |
| Kaley Insurance | Blaine | MN | 07/2015 | 07/2017 |
1. dba Kaley Financial Group, LLC | Investment Related |7900 Xerxes Avenue South, Suite 920, Bloomington, MN 55431 | Financial Planning | Owner | Investment Advisor Representative | 2017 | 160hrs/mo | 160hrs/mo during trading | Wealth Management, Retirement Planning, and Insurance Sales 2. Twin Cities North Chamber of Commerce | Not investment Related |1835 County Road C Suite 22, Roseville, MN 55113 | Chamber of Commerce | Member | 5/2018 | 3hrs/mo outside of trading | Assist in business promotion
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-17 |
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