David James Tauzin

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2010 → 08/2017
  Tauzin Retirement Solutions
  Houma, LA
• 08/2017 → 01/2019
  Change Path Llc
  Leawood, KS
• 10/2017 → Present
  Tauzin Wealth Management Llc
  Houma, LA
• 01/2019 → Present
  Gradient Advisors Llc
  Arden Hills, MN

Previous Registrations

• 2017-09-01 → 2019-01-07
  Creativeone Wealth, Llc
  Houma, LA
  Overland Park, KS

Other Businesses

1. Tauzin Wealth Management, LLC; Investment Related; 1340 W TUNNEL BLVD STE 560 HOUMA LA 70360; Investment Advisory; Owner; Investment Advisor Representative; 10/2017; 120hrs/mo during trading; Financial Planning 2. Tauzin Retirement Resources; Investment Related; 1340 W TUNNEL BLVD STE 560 HOUMA LA 70360; Insurance; Owner; Agent; 02/2024; 40hrs/mo during trading; Annuity Sales 3. SOFA-SOCIETY OF FINANCIAL AWARENESS; W. Tunnel Blvd, Suite 560, Houma, LA 70360; Non-Profit; Chapter Instructor; 4/2018; 4hrs/mo not during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-03
• S63 Uniform Securities Agent State Law Examination
  2004-11-23