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Catherine Ann Peters

GRADIENT ADVISORS, LLC·ARDEN HILLS, Minnesota
Unclaimed Profile
4105 LEXINGTON AVENUE N., ARDEN HILLS, MN 55126CRD# 1667478Firm CRD# 152665
01

About

Catherine Ann Peters is a registered financial advisor based in ARDEN HILLS, Minnesota, affiliated with GRADIENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GRADIENT ADVISORS, LLC
GRADIENT ADVISORS, LLC
AUM
$207M
Regulatory assets under management
Employees
157
Total firm employees
View all advisors at GRADIENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 1667478
Firm CRD# 152665
9 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine Ann Peters offer?
Catherine Ann Peters specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARDEN HILLS, Minnesota for a consultation.
What are Catherine Ann Peters's credentials?
Catherine Ann Peters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Ann Peters located?
Catherine Ann Peters 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 Catherine Ann Peters charge for services?
Catherine Ann Peters'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 in ARDEN HILLS
Adam Keith Estall — GRADIENT ADVISORS, LLCCharles David Leflar — GRADIENT SECURITIES, LLCCharles Edward Lucius — GRADIENT INVESTMENTS, LLCJeffrey Allen Foley — PALADIN WEALTH, LLCAnders John Haugen — LIFELONG WEALTH ADVISORS, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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