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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-12-05 |
Branch Locations
1410 N Main Street, Salisbury, NC 28144 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bostian Retirement Planning | Salisbury | NC | 09/2008 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 12/2023 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-12 |
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