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Mark Allan Augustsson

Gradient Advisors, LLC

Arden Hills, MN

Lecanto, FL

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Current Employers
Gradient Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-20
  • FL RA
    APPROVED
    Since 2024-09-20

Branch Locations

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

699 S Adolph Pt, Lecanto, FL 34461 • 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
Aegis Wealth Management, Inc. Guthrie Center IA 03/2024 09/2024
Asb Financial Lecanto FL 06/2016 Present
Transparent Wealth Management, Llc Lakewood Ranch FL 07/2024 09/2024
Gradient Advisors, Llc Arden Hills MN 09/2024 Present
Previous Registrations
  • 2024-08-09 → 2024-09-19
    Transparent Wealth Management, Llc
    Homosassa, FL
    Lakewood Ranch, FL
  • 2024-03-25 → 2024-09-18
    Aegis Wealth Management, Inc.
    Guthrie Center, IA
    Homosassa, FL
Other Businesses

1. Eagle Retirement Strategies | Investment Related | 699 S Adolph Pt Lecanto FL 34461 | Financial Planning | Owner | Investment Advisor Representative | 09/2024 | 80hrs/mo | 80hr/mo During trading | Advisory and Insurance Services 2. ASB Financial | Investment Related | 699 S Adolph Pt Lecanto FL 34461 | Insurance | Associate | Agent | 06/2016 | 80hrs/mo | 80hr/mo During trading | Life, Health, & Annuities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-01
  • S65 Uniform Investment Adviser Law Examination
    2024-03-01
Other Names
  • Mark Allen Augustsson

View on SEC IAPD

Other Firms

BRIGHT ANGEL ADVISORS LLC
HERITAGE CAPITAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT WATERS FINANCIAL
OSAIC INSTITUTIONS, INC.
GRADIENT WEALTH MANAGEMENT

Other Investors

MICHAEL JAMES BARRETT
ANDREW PAUL SWEERE
SCOTT FRED MOLLER
MACLAY MARTIN SWANSON
BETH ELLEN WILLS
JENNIFER MELISSA RAY
MARK JOSEPH SOBIECH
MATTHEW DOUGLAS BREWERS

Other Offices

BRIGHT ANGEL ADVISORS LLC · ST. PAUL, MN
HERITAGE CAPITAL ADVISORS, LLC · ST PAUL, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Arden Hills, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · ARDEN HILLS, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Arden Hills, MN
GREAT WATERS FINANCIAL · SHOREVIEW, MN
OSAIC INSTITUTIONS, INC. · Shoreview, MN
GRADIENT WEALTH MANAGEMENT · ARDEN HILLS, MN

More in Arden Hills, MN

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