Christopher Dwayne Wingler

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

• 09/2008 → Present
  Bostian Retirement Planning
  Salisbury, NC
• 12/2023 → Present
  Gradient Advisors, Llc
  Arden Hills, MN

Other Businesses

1. Wingler Wealth Management dba for Gradient Advisors, LLC| Investment Related | 1410 N Main St Salisbury NC 28144 |Advisory | Financial Advisor | Investment Advisor Representative | 12/2023 | 10hrs/mo | 10hrs/mo during trading | Advisory Services 2. Bostian Retirement Planning | Investment Related | 1410 N Main St Salisbury NC 28144 | Insurance | Associate | Agent | 09/2008 | 150hrs/mo | 150hrs/mo during trading | Insurance Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-12

Other Names

• Chris Wingler