Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
16 years
Location
Fremont, OH 43420
Gradient Advisors, Llc
Multi-team
Paul Kozak is a financial advisor at Gradient Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gradient Advisors since 2017. Outside of his advisory role, he is a principal member involved in insurance and fixed annuities sales through his business activities with Premier Planning Services and D-Max Enterprises. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm supports a network of 169 advisors across 154 offices and manages approximately $990.7 million in assets on its platform.
Based on Gradient Advisors, Llc
Minimum fee: Financial planning fees range from $300 up to more than $2,000, negotiable based on complexity and advisor experience. Fee-only: Fixed fees for financial planning and consulting services, negotiable between $300 and over $2,000, possibly recurring (e.g., quarterly).
Fremont, OH
219 S. Front St., Suite 201
Fremont OH 43420
Advisors at this office
1
Ohio
16 years of industry experience
Gradient Advisors, LLC
2017 - Present • 9 years
Arden Hills, MN
Premier Planning Services
2017 - Present • 9 years
Fremont, OH
D-Max ENT, LLC
1994 - Present • 32 years
Fremont, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Fremont, OH
Parkmont Wealth Advisors LLC
Eliot Parker is a financial advisor at Parkmont Wealth Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Parkmont since 2017. Prior to that, he was with Horter Investment Management, LLC, and he also serves as president of Retirement Solutions Plus, a financial planning firm focused on marketing health fixed annuities to seniors. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and employing both long-term and short-term trading strategies. The firm constructs portfolios from a broad range of investment vehicles and offers discretionary management tailored to client goals, tax considerations, and risk tolerance.
Series 65
Fremont, OH
Parkmont Wealth Advisors LLC
Charles Corthell is a financial advisor at Parkmont Wealth Advisors LLC with a Series 65 designation. He has experience working at Retirement Solutions Plus LLC, PNC Bank, TW3 Lawn & Snow, and Fremont Ross City Schools. Corthell has no prior industry experience as a financial advisor. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and a mix of investment vehicles. The firm offers discretionary management with a focus on individualized Investment Policy Statements and utilizes Schwab Institutional for custody and trading services.
Series 65
Fremont, OH
Parkmont Wealth Advisors LLC
Anthony Messina is a financial advisor at Parkmont Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Sandusky County DJFS and Allstate Risk Management Business Center. Parkmont Wealth Advisors provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a mix of analytical methods and employing both long- and short-term trading strategies. The firm builds portfolios from a variety of asset classes and uses Schwab Institutional for custody and technology services.
Series 63
Fremont, OH
Parkmont Wealth Advisors LLC
Robert Parker is a financial advisor with Parkmont Wealth Advisors LLC in Fremont, Ohio, holding a Series 63 designation and 22 years of industry experience. Prior to joining Parkmont in 2018, he worked at Horter Investment Management, LLC and Sigma Financial Corporation. Outside of his advisory role, Parker owns and operates Parker Investment & Insurance Services, an insurance and investment business he has managed since 1985. Parkmont Wealth Advisors provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a combination of analytical methods and both long- and short-term trading strategies to build diversified portfolios. The firm emphasizes individualized investment policy statements and utilizes Schwab Institutional for custody and technology support.
Series 63, Series 66
Bellevue, OH
Wesbanco Securities, Inc.
Brent Blaus is a financial advisor with WesBanco Securities, Inc. in Bellevue, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Premier Bank, LPL Financial, Cetera Investment Services, Ameriprise Financial Services, and Investment Professionals Inc. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, utilizing various analytical methods and investment strategies, including tax-aware and ESG options.
Series 66
Port Clinton, OH
The huntington Investment company
Hayward Evans is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, providing a range of wrap-fee programs primarily through the Envestnet MAS platform.
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