Unclaimed Profile

Kristina Lee Walch

GRADIENT SECURITIES, LLC·ARDEN HILLS, Minnesota

SIE, Series 6, Series 7, Series 24, Series 27, Series 63, Series 65Clean record4 years registeredGRADIENT SECURITIES, LLC

4105 LEXINGTON AVENUE N, ARDEN HILLS, MN 55126CRD# 5483268Firm CRD# 127701

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kristina Lee Walch · ARDEN HILLS, MN

Registration

CRD #5483268 · GRADIENT SECURITIES, LLC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRADIENT SECURITIES, LLC

GRADIENT WEALTH MANAGEMENT

Jan 2022 – Jan 2025

ARDEN HILLS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · January 28, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

GRADIENT SECURITIES, LLC

CRD 127701 · SEC 801-80807

AUM

$475M

Regulatory assets under management

Employees

6,625 client accounts

Services offered by GRADIENT SECURITIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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 SECURITIES, LLC →

Introduction

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Frequently Asked Questions

What services does Kristina Lee Walch offer?

Kristina Lee Walch specializes in Financial Planning, Investment Management.

What are Kristina Lee Walch's credentials?

Kristina Lee Walch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristina Lee Walch located?

Kristina Lee Walch is based in ARDEN HILLS, Minnesota, last registered with GRADIENT SECURITIES, LLC.

How does Kristina Lee Walch charge for services?

Kristina Lee Walch's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRADIENT SECURITIES, LLC?

GRADIENT SECURITIES, LLC has approximately 62 employees and manages $475M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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