Claim Profile
Unclaimed Profile
NL

Nathan Edward Lucius

GRADIENT INVESTMENTS, LLC·ARDEN HILLS, Minnesota
Series 65Clean record18 years registeredGRADIENT INVESTMENTS, LLC
4105 LEXINGTON AVENUE NORTH, ARDEN HILLS, MN 55126CRD# 5121686Firm CRD# 141726

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nathan Edward Lucius · ARDEN HILLS, MN
Registration
CRD #5121686 · GRADIENT INVESTMENTS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: GRADIENT INVESTMENTS, LLC
Mar 2015Mar 2017
ARDEN HILLS, MN
Sep 2007Dec 2025
ARDEN HILLS, MN
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 14, 2007
Years registered · 18
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 INVESTMENTS, LLC
CRD 141726 · SEC 801-70812
AUM
$5.3B
Regulatory assets under management
Employees
39
56,752 client accounts
Services offered by GRADIENT INVESTMENTS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Introduction

Speak with Nathan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Nathan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ARDEN HILLS?

Browse all registered financial advisors in ARDEN HILLS, Minnesota or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Nathan Edward Lucius offer?
Nathan Edward Lucius specializes in Investment Management, Wealth Management.
What are Nathan Edward Lucius's credentials?
Nathan Edward Lucius is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Edward Lucius located?
Nathan Edward Lucius is based in ARDEN HILLS, Minnesota, last registered with GRADIENT INVESTMENTS, LLC.
How does Nathan Edward Lucius charge for services?
Nathan Edward Lucius's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRADIENT INVESTMENTS, LLC?
GRADIENT INVESTMENTS, LLC has approximately 39 employees and manages $5.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →