Gradient Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

127701

SEC number

801-80807

Firm type

RIA

Assets under management

$607.9M as of Apr 13, 2026

Website

gradientfinancialgroup.com ↗

Phone

866-991-1539

Address

4105 Lexington Avenue N, Arden Hills, MN, 55126

Advisors at this firm

84 in our index · page 2 of 2

• David Lawrence MeadeCRD 5422117 · Jackson, MI
  Broker
• Raynee Michelle MichaudCRD 6069102 · Okemos, MI
  Broker
• Robert Scott NelsonCRD 4237080 · Arden Hills, MN
  Broker
• Eric Richard NohnerCRD 5967351 · Cottage Grove, MN
  IA RegisteredBroker
• Daniel Busch NelsonCRD 7161637 · Minneapolis, MN
  Broker
• Erik Alan NelsonCRD 5924637 · Arden Hills, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Andrew John O'neillCRD 5123185 · Grand Rapids, MI
  IA RegisteredBroker
• Sean Paul PerezCRD 5055922 · Tomball, TX
  IA RegisteredBroker
• J Paul Brian PrasifkaCRD 2505090 · Crowley, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Forrest PattersonCRD 7281199 · Hurst, TX
  IA RegisteredBroker
• Michael Aubrey RaittCRD 3030926 · Plano, TX
  IA RegisteredBroker
• Richard Scott ReidCRD 4464300 · Oakdale, MN
  IA RegisteredBroker
• Brian Andrew RemmeCRD 3103459 · Arden Hills, MN
  Broker
• Timothy Alan RosgaCRD 5179568 · Cottage Grove, MN
  IA RegisteredBroker
• John Wilder SpearsCRD 7919526 · Grand Rapids, MI
  IA RegisteredBroker
• Audeliz SantiagoCRD 6994443 · Ocala, FL
  Broker
• Gary William SchulzCRD 6941638 · Arden Hills, MN
  Broker
• Morgan Paige SmickCRD 7790983 · Arden Hills, MN
  IA RegisteredBroker
• Jorge Alberto TrevinoCRD 4579361 · El Paso, TX
  IA RegisteredBroker
• Tyler Brooks TuryCRD 5381644 · New Port Richey, FL
  IA RegisteredBroker
• Lindsay L TranCRD 7151534 · Lansing, MI
  IA RegisteredBroker
• Richard A UreCRD 5027858 · San Antonio, TX
  IA RegisteredBroker
• Paul Christopher VesselCRD 5303123 · Arden Hills, MN
  IA RegisteredBroker
• Camron Jennings VarneyCRD 6693594 · Ocala, FL
  Broker
• Gregory Allen WalesCRD 4201577 · Clemson, SC
  IA RegisteredBroker
• Travis Chamara WalkerCRD 5483272 · Arden Hills, MN
  Broker
• Jamie Lawrence WingCRD 2363448 · Lansing, MI
  IA RegisteredBroker
• Christiaan Hugh WabersCRD 7185735 · Minneapolis, MN
  Broker
• Joseph Michael WemlingerCRD 6933747 · Minneapolis, MN
  Broker
• Reed James WhiteCRD 7002735 · Minneapolis, MN
  Broker
• William Robert WhiteCRD 2054429 · Houston, TX
  Broker
• Alex WongCRD 6781945 · Dublin, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• George Nicholas YankoupeCRD 3210892 · Arden Hills, MN
  IA RegisteredBroker
• Benjamin Joseph ZahariasCRD 4609899 · Ocala, FL
  IA RegisteredBroker
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.