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GRADIENT SECURITIES, LLC
GRADIENT SECURITIES, LLC
GRADIENT WEALTH MANAGEMENT
ARDEN HILLS, Minnesota
·
7 registered advisors
·
CRD# 127701
SEC# 801-80807
38
866-991-1539
01
Firm Overview
AUM
$475M
Regulatory assets under management
Employees
62
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
03
Specialties
Financial Planning
Investment Management
04
Advisors at GRADIENT SECURITIES, LLC
7 registered advisors
Brian Andrew Remme
ARDEN HILLS, Minnesota
CRD# 3103459
Charles David Leflar
ARDEN HILLS, Minnesota
CRD# 5236059
Klaus Herbert Siepmann
ARDEN HILLS, Minnesota
CRD# 2834847
Kristina Lee Walch
ARDEN HILLS, Minnesota
CRD# 5483268
Nicholas Edward Stovall
ARDEN HILLS, Minnesota
CRD# 5581487
Robert Scott Nelson
ARDEN HILLS, Minnesota
CRD# 4237080
Tami Jean Lucius
ARDEN HILLS, Minnesota
CRD# 2371362
05
Office Locations
ARDEN HILLS, Minnesota
7 advisors
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Data sourced from SEC Form ADV filings. GRADIENT SECURITIES, LLC (CRD# 127701) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.