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Marc Alan Thompson

Gradient Advisors, LLC

Lecanto, FL

Arden Hills, MN

CRD 7870251

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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:

Current Employers
Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-10
  • FL RA
    APPROVED
    Since 2024-04-10

Branch Locations

699 S Adolph Point, Lecanto, FL 34461 • United States

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Asb Financial Lecanto FL 02/2010 Present
Gradient Advisors, Llc Arden Hills MN 02/2024 Present
Other Businesses

1. Eagle Retirement Strategies ; Investment-Related; 699 S Adolph Point Lecanto FL 34461; Investment Advisory; Owner; Investment Advisor Representative; 02/2024; 40hrs/mo during trading Financial Planning. 2. ASB Financial; Investment-Related; 699 S Adolph Point Lecanto FL 34461; Insurance; District Manager; Agent; 02/2010; 120hrs/mo during trading; Insurance sales.

Designations
  • Chartered Financial Consultant

View on SEC IAPD

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