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Gianna Marie Vennari

Gradient Advisors, LLC

Lexington, KY

Arden Hills, MN

CRD 7794328

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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:

Current Employers
Gradient Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2023-08-24
  • KY RA
    APPROVED
    Since 2023-08-24

Branch Locations

1795 Alysheba Way #4106, Lexington, KY 40509 • 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
Fujifilm Medical Systems Stamford CT 04/2016 03/2018
Five Star Life & Wealth Llc Lexington KY 05/2018 Present
Gradient Advisors Llc Arden Hills MN 08/2023 Present
  • 04/2016 → 03/2018
    Fujifilm Medical Systems
    Stamford, CT
  • 05/2018 → Present
    Five Star Life & Wealth Llc
    Lexington, KY
  • 08/2023 → Present
    Arden Hills, MN
Other Businesses

1. Five Star Life & Wealth LLC | Investment Related | 1795 Alysheba Way #4106, Lexington, KY, 40509 | President | Investment Advisor Representative | 5/2018 | 160Hrs/mo | 160Hrs/mo during trading | Advisory and Insurance Services 2. 56 Properties, LLC| Investment Related | Lexington KY | Property Management | Owner | 04/2024 | 1hr/mo outside of trading | College Rental House

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-31
  • S65 Uniform Investment Adviser Law Examination
    2023-07-31
Other Names
  • Gianna Marie Imperi

View on SEC IAPD

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