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Adam Keith Estall

GRADIENT ADVISORS, LLC·ARDEN HILLS, Minnesota
Series 7, Series 63CFPClean record9 years registeredGRADIENT ADVISORS, LLC
4105 LEXINGTON AVENUE N., ARDEN HILLS, MN 55126CRD# 4318683Firm CRD# 152665

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Keith Estall · ARDEN HILLS, MN
Registration
CRD #4318683 · GRADIENT ADVISORS, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

GRADIENT ADVISORS, LLC
Jan 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · January 9, 2017
Years registered · 9
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRADIENT ADVISORS, LLC
CRD 152665 · SEC 801-71000
AUM
$207M
Regulatory assets under management
Employees
157
2,706 client accounts
Services offered by GRADIENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GRADIENT ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Adam Keith Estall offer?
Adam Keith Estall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARDEN HILLS, Minnesota for a consultation.
What are Adam Keith Estall's credentials?
Adam Keith Estall holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Adam Keith Estall located?
Adam Keith Estall is based in ARDEN HILLS, Minnesota, working with GRADIENT ADVISORS, LLC. Their office serves clients in the ARDEN HILLS metropolitan area and surrounding communities.
How does Adam Keith Estall charge for services?
Adam Keith Estall's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRADIENT ADVISORS, LLC?
GRADIENT ADVISORS, LLC has approximately 157 employees and manages $207M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GRADIENT ADVISORS, LLC

Catherine Ann Peters
ARDEN HILLS, MN

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