Ronald James Balkus

Current Employers

Gradient Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2024-06-13
SC	RA	APPROVED	2024-06-13

NC RA
APPROVED

Since 2024-06-13
SC RA
APPROVED

Since 2024-06-13

Branch Locations

Simpsonville, SC • United States

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

1 Davis Keats Drive, Greenville, SC 29607 • 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

Organization	City	State	From	To
Palmetto Senior Benefits	Greenville	SC	09/2013	Present
Gradient Advisors, Llc	Arden Hills	MN	06/2024	Present

09/2013 → Present

Palmetto Senior Benefits

Greenville, SC
06/2024 → Present

Gradient Advisors, Llc

Arden Hills, MN

Other Businesses

1.Balkus Wealth Management; Investment Related; 301 Clairhill Ct, Simpsonville, South Carolina 29680 & 1 Davis Keats Drive Greenville SC 29607 By Appointment Only; Advisory; Owner; Investment Advisor Representative; 06/2024; 80hrs/mo; 80hrs/mo during trading; Investment Advisory 2. Balkus Insurance Services Inc.; Investment Related; 301 Clairhill Ct, Simpsonville, South Carolina 29680; Insurance; Owner; Agent; 09/2013; 80hrs/mo; 80hrs/mo during trading; Insurance Services

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-07-11

S65 Uniform Investment Adviser Law Examination

2022-07-11

Other Names

Ron Balkus

View on SEC IAPD