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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-10-25 |
| IL | RA | APPROVED | 2017-10-18 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
1035 Lincoln Rd Suite 201, Bettendorf, IA 52722 • 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 | 10/2017 | Present |
| Safe Money Concepts | Port Byron | IL | 04/2013 | 07/2017 |
| Kevin Klute Llc; Dba Financial Logic | Bettendorf | IA | 06/2020 | Present |
1) Financial Logic Wealth Management - Investment Related - 1035 Lincoln Rd Suite 201 Bettendorf IA 52722 - wealth management and financial planning - Owner - 6/12/2020 - 40 hours / month - 10 hours during securities hours - investment advice and financial planning. 2) Kevin Klute LLC; DBA Financial Logic - Investment related - 1035 Lincoln Rd, Suite 201, Bettendorf IA 52722; Fixed Insurance/Index Annuities; Owner; 10/2017; 120hrs/mo during trading; IA & FIA Annuity sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-23 |
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