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Larry D

Series 63, Series 65

Mayville, WI

Gradient Securities, LLC

Larry Dogs is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been associated with Gradient Securities and Guidance Insurance & Brokerage Services, LLC since 2014. Outside of his advisory work, he serves as an elder at Trinity Lutheran Church and is a board member of the Dodge County Board of Adjustment. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a focus on non-discretionary advice and the use of third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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