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Tami Jean Lucius

GRADIENT SECURITIES, LLC·ARDEN HILLS, Minnesota
Unclaimed Profile
4105 LEXINGTON AVENUE N, ARDEN HILLS, MN 55126CRD# 2371362Firm CRD# 127701
01

About

Tami Jean Lucius is a registered financial advisor based in ARDEN HILLS, Minnesota, affiliated with GRADIENT SECURITIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
GRADIENT SECURITIES, LLC
GRADIENT WEALTH MANAGEMENT
AUM
$475M
Regulatory assets under management
Employees
62
Total firm employees
View all advisors at GRADIENT SECURITIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 2371362
Firm CRD# 127701
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tami Jean Lucius offer?
Tami Jean Lucius specializes in Financial Planning, Investment Management. Contact their office in ARDEN HILLS, Minnesota for a consultation.
What are Tami Jean Lucius's credentials?
Tami Jean Lucius is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tami Jean Lucius located?
Tami Jean Lucius is based in ARDEN HILLS, Minnesota, working with GRADIENT SECURITIES, LLC. Their office serves clients in the ARDEN HILLS metropolitan area and surrounding communities.
How does Tami Jean Lucius charge for services?
Tami Jean Lucius'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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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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