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Gradient Advisors, LLC CRD 152665
$289M regulatory AUM 64 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-08 |
Branch Locations
Land O Lakes, FL • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Money Tree Consulting | Land O Lakes | FL | 04/2019 | 09/2024 |
| Florida Homes Realty And Mortgage | Lutz | FL | 01/2020 | Present |
| Century 21 Affiliated | Tampa | FL | 04/2017 | 12/2019 |
| Amk Quality Homes | Hudson | FL | 11/2015 | 12/2019 |
| Independent Agent | Weeki Wachee | FL | 04/2014 | 03/2019 |
| Gradient Advisors, Llc | Arden Hills | MN | 07/2024 | Present |
1. Jaikaran Wealth Management | Investment Related| Land O Lakes, FL| Investment Advisory | Owner | Investment Advisor Representative |01/2025 | 75hrs/mo | 75hrs/mo during trading | Advisory Services 2. Jaikaran Financial Group | Investment Related| Land O Lakes, FL | Insurance | Owner | Agent | 06/2024 | 75hrs/mo | 75hrs/mo during trading | Life, Health and Annuities 3. Florida Homes Reality & Mortgage | Investment Related| Land O Lakes, FL | Real Estate | Agent | 12/2019| 20hrs/mo | 10hrs/mo during trading | Real Estate Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-28 |
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