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Paige F
Series 65
Newport News, VA
Gradient Investments, LLC
Paige Fraasch is a financial advisor at Gradient Investments, LLC with eight years of industry experience. She holds a Series 65 designation and has been associated with Norseman Financial, Inc. and Norseman Advisory Group, Inc. since 2014, working approximately half of her time as an insurance agent involved in insurance services and product sales. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and a variety of other entities. The firm employs a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios, managing assets on a fee-only basis without acting as a custodian.
Nicholas W
Series 66
Newport News, VA
Gradient Investments, LLC
Nicholas Wellbrock is a financial advisor at Gradient Investments, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with Norseman Advisory Group, Inc., Osaic Wealth, Inc., and MCM Financial Management. His prior roles included assisting an Osaic advisor with client meetings and business operations. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and manages portfolios using various investment vehicles, emphasizing a referral-driven model and a high client-to-advisor ratio.
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