George Nicholas Yankoupe

Employer firm

Gradient Securities, LLC CRD 127701

$608M regulatory AUM 251 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

• 09/2014 → Present
  Gradient Securities, Llc
  Arden Hills, MN
• 10/2014 → 03/2019
  Gradient Insurance Brokerage
  Arden Hills, MN
• 04/2019 → Present
  Case Central, Llc
  Arden Hills, MN

Previous Registrations

• 2013-01-25 → 2015-02-02
  Gradient Advisors, Llc
  Arden Hills, MN
• 2011-10-03 → 2012-10-01
  Cl Wealth Management Llc
  Schaumburg, IL
• 2007-04-20 → 2011-09-30
  Workman Securities Corporation
  Eden Prairie, MN
  Fletcher, MN
• 2004-03-12 → 2005-05-03
  Geneos Wealth Management, Inc.
  Fletcher, MN
• 2003-08-11 → 2003-08-11
  United Securities Alliance, Inc.
  Fletcher, MN

Other Businesses

1) CASE CENTRAL, LLC; 4105 LEXINGTON AVE N, STE. 220, ARDEN HILLS, MN 55126; INV-RELATED; FINANCIAL PLANNING; SENIOR CASE DESIGN SPECIALIST; START 04/2019; 160 HRS/MO; 160 HRS/MO DURING TRADING. 2) DBA FLETCHER HOUSE FINANCIAL; INVT REL; 4105 LEXINGTON AVE N, STE. 220, ARDEN HILLS, MN 55126; INSURANCE; OWNER/AGENT; START 12/2014; 4 HRS/MO;4 HRS/MO DURING TRADING; FIXED INSURANCE SALES AND DBA FOR SECURITIES/ADVISORY SERVICES. 3) THE GEORGE & DEBORAH YANKOUPE FAMILY L.P.; 17705 30TH PL N, PLYMOUTH, MN, 55447; NOT INVESTMENT RELATED; NATURE: TO CONSOLIDATE THE MANAGEMENT OF CERTAIN PROPERTIES & ASSETS OWNED BY MY PARENTS. TITLE: LIMITED PARTNER; START DATE: 5/12/1997; HRS/MONTH: 1; DUTIES: ATTEND ANNUAL MEETINGS.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-21
• S63 Uniform Securities Agent State Law Examination
  2002-01-09

Other Names

• George Nicholas Yankoupe
• George Nicholas Yankoupe
• George Nicholas Yankoupe