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Tyler E

CFA®, Series 66

Arden Hills, MN

Gradient Investments, LLC

Tyler Ellegard is a CFA® charterholder with nine years of industry experience, currently serving at Gradient Investments, LLC. He has been with Gradient and its affiliated entities since 2018, following prior roles at U.S. Bancorp Investments, Inc. He is also president of Gradient Advisors LLC, dedicating the majority of his time to this business. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Dominic B

Series 66

Arden Hills, MN

Gradient Investments, LLC

Dominic Boggio is a financial advisor at Gradient Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, RBC Capital Markets, and Thrivent Investment Management. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various entities. The firm uses a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios managed on a discretionary basis.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Justin H

Series 66

Arden Hills, MN

Gradient Investments, LLC

Justin Hamilton is a financial advisor at Gradient Investments, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including RBC Capital Markets and Wealth Enhancement Group. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various other entities using a proprietary Wright Investment Strategies framework. The firm offers a range of model and custom portfolios managed on a discretionary basis with an emphasis on managed portfolios that include ETFs, mutual funds, individual equities, and other investment vehicles.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Carter M

Series 65

Arden Hills, MN

Gradient Investments, LLC

Carter Mc Graw is a Series 65 licensed advisor at Gradient Investments, LLC with one year of industry experience. Prior to joining Gradient Investments, he held roles at Case Central, LLC and Gartner Companies. Gradient Investments provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios, managing assets primarily on a discretionary basis.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Thomas K

CFA®, Series 66

Arden Hills, MN

Gradient Investments, LLC

Thomas Klein is a CFA® charterholder and holds a Series 66 registration, with four years of industry experience. He currently works at Gradient Investments, LLC and previously was associated with Ameriprise Financial Services, LLC, Panoramic Wealth Advisors, and U.S. Bank. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm employs a proprietary investment framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Nicole A

Series 65

Arden Hills, MN

Gradient Investments, LLC

Nicole Alexander is a financial advisor at Gradient Investments, LLC with 16 years of industry experience. She holds a Series 65 designation and has been with Gradient Investments since 2009. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm employs a proprietary investment framework and offers a variety of model and custom portfolios managed on a discretionary basis using mutual funds, ETFs, individual equities, and other investment vehicles.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Abbey R

Series 65

Arden Hills, MN

Gradient Investments, LLC

Abbey Recser is a financial advisor at Gradient Investments, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Veradigm, Rothman Health Solutions, and U.S. Physical Therapy/Horizon Sports Medicine & Rehabilitation. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Andrew F

Series 63, Series 65

Arden Hills, MN

Gradient Investments, LLC

Andrew Fischer is a financial advisor at Gradient Investments, LLC with 24 years of industry experience. He has held roles at Gradient Investments since 2016 and previously worked at U.S. Bancorp Investments and U.S. Bank. Gradient Investments, LLC provides discretionary investment management to individuals, institutions, and various entities using a proprietary Wright Investment Strategies framework. The firm offers a range of model and custom portfolios, focusing on fee-only managed portfolios that include mutual funds, ETFs, equities, and ERISA 3(38) plan services.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Sean S

Series 66

Arden Hills, MN

Gradient Investments, LLC

Sean Stevenson is a financial advisor at Gradient Investments, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, TD Ameritrade, and Gallacher Capital Management, LLC. Gradient Investments, LLC provides discretionary investment management services to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses a proprietary investment framework and offers a range of model and custom portfolios managed on a discretionary basis.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Keith G

CFA®

Arden Hills, MN

Gradient Investments, LLC

Keith Gangl is a CFA® charterholder with seven years of industry experience. He has been with Gradient Investments, LLC since 2018 and previously worked at Thrivent Financial for Lutherans for 24 years. Gradient Investments, LLC provides discretionary investment management to a broad client base, including individuals, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a range of discretionary portfolios employing various asset types, including private equity and structured notes.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Kimberly J

Series 65

Arden Hills, MN

Gradient Investments, LLC

Kimberly Johnson is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and four years of industry experience. She has worked with Gradient Investments since 2021 and serves as Vice President of Sales and Marketing at RIA Registrar LLC, a role she has held since 2019. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Jonathan V

Series 66

Arden Hills, MN

Gradient Investments, LLC

Jonathan Vanorden is a financial advisor at Gradient Investments, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Gradient Investments since 2011. Outside of his advisory role, he is also engaged in insurance sales as a sole proprietor. Gradient Investments provides discretionary investment management to individuals, institutions, and various fiduciary clients through fee-only managed portfolios that include mutual funds, ETFs, equities, and structured products. The firm employs a proprietary investment framework and offers a diverse range of strategic and customized portfolio solutions.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Matthew A

Series 65

Arden Hills, MN

Gradient Investments, LLC

Matthew Anderson is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and 9 years of industry experience. He has worked at Gradient Investments since 2019 and was previously with Gradient Advisors, LLC and Case Central. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios managed on a discretionary basis.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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John I

Series 65

Arden Hills, MN

Gradient Investments, LLC

John Ingham is a Series 65-credentialed financial advisor with one year of industry experience. He is currently with Gradient Investments, LLC and previously worked at several firms in 2024 and 2025, including Robert Half and Case Central, LLC. Gradient Investments, LLC provides discretionary investment management to individuals, institutions, and various other client types. The firm employs a proprietary Wright Investment Strategies framework and offers a range of managed portfolios, including strategic, tactical, private wealth, and tax-aware custom indexing strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Michael B

CFA®

Arden Hills, MN

Gradient Investments, LLC

Michael Binger is a CFA® charterholder with 12 years of industry experience. He has worked at Gradient Investments, LLC since 2012 and is a passive investor in O'Shaughnessy Distilling Co., a spirit sales business. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various other entities. The firm employs a proprietary investment framework and offers a range of model and custom portfolios across multiple asset classes, focusing on fee-only advisory services.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Brittany D

Series 65

Arden Hills, MN

Gradient Investments, LLC

Brittany Danielson is a financial advisor at Gradient Investments, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at UNC Physicians Network and healthcare organizations. Gradient Investments provides discretionary investment management to individuals, high-net-worth clients, institutions, and various entities using a proprietary Wright Investment Strategies framework and a range of model and custom portfolios. The firm operates on a strictly fee-only basis and manages portfolios primarily through mutual funds, ETFs, equities, and ERISA 3(38) plan services.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Ernesto D

Series 65

Arden Hills, MN

Gradient Investments, LLC

Ernesto De La Torre Marin is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and four years of industry experience. He has been with Gradient Investments since 2019. Prior to his advisory role, he was involved in entrepreneurial ventures including Clear Choice Window Washing, LLC and Summit Interior Care and Restoration, LLC. Gradient Investments, LLC provides discretionary investment management to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary investment framework and offers a variety of model and custom portfolios, managing assets on a fee-only basis without acting as a custodian.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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