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Jeffrey Allen Renaker

Gradient Advisors, LLC

Arden Hills, MN

Lady Lake, FL

CRD 1741216

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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 2025-07-14
  • FL RA
    APPROVED
    Since 2025-07-14

Branch Locations

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

510 Cr 466 Suite 103A, Lady Lake, FL 32159 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Gradient Advisors, Llc Arden Hill MN 06/2025 Present
American Senior Benefits Olathe KS 01/2016 05/2020
Asb Financial Ocala FL 06/2020 Present
  • 06/2025 → Present
    Arden Hill, MN
  • 01/2016 → 05/2020
    American Senior Benefits
    Olathe, KS
  • 06/2020 → Present
    Asb Financial
    Ocala, FL
Other Businesses

1. Jeff Renaker | Investment Related | 510 CR 466 Suite 103A Lady Lake FL 32159 | Investment Advisory | Owner | Investment Advisor Representative | 05/2025 | 40hrs/mo | 40hrs/mo during trading | Advisory services 2. ASB Financial | Investment Related | 510 CR 466 Suite 103A Lady Lake FL 32159 | Insurance | Regional Director | Agent | 06/2020 | 120hrs/mo | 120hrs/mo during trading | Insurance services

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-07-25
  • S63 Uniform Securities Agent State Law Examination
    2003-07-25
Designations
  • Chartered Financial Consultant
Other Names
  • Jeff Renaker

View on SEC IAPD

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