Morgan Paige Smick

Employer firm

Gradient Securities, LLC CRD 127701

$608M regulatory AUM 251 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

• 05/2017 → 05/2023
  Fareway Meat & Grocery
  Fairmont, MN
• 06/2022 → 08/2022
  Bremer Bank
  Lake Elmo, MN
• 02/2020 → 05/2023
  Bethel University
  Arden Hills, MN
• 08/2020 → 05/2023
  Bethel University
  Arden Hills, MN
• 06/2023 → Present
  Gradient Securities
  Arden Hills, MN
• 08/2012 → 06/2020
  Fairmont Area Schools
  Fairmont, MN

Exams

• S66 Uniform Combined State Law Examination
  2024-02-02

Other Names

• Morgan Zebedee
• Morgan Paige Zebedee