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Michael H
ChFC®, Series 63
Lexington, KY
Gradient Securities, LLC
Michael Haney is a financial advisor at Gradient Securities, LLC with 42 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at several firms, including Silver Oak Securities and PlanMember Securities Corporation. Haney is also the owner of Haney Financial Associates, where he conducts life and health insurance sales. Additionally, he serves as treasurer for the Wellington Townhome Association. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals, businesses, and institutional clients. The firm combines advisory and broker-dealer services, frequently utilizing third-party managers and offering a range of investment and insurance products.
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