Omaha, NE Office

Team
Updated today

Client AUM

$289,113,522

Clients

2,149

Advisors

2

Of 182 advisors across 154 offices

Location

9850 Nicholas St, Suite 200

Omaha NE 68114

Advisors at this office

2

Advisors at this office

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Michael H

Series 65

Omaha, NE

Gradient Advisors, Llc

Michael Hoyt is a financial advisor with Gradient Advisors, LLC in Omaha, NE. He holds a Series 65 designation and has four years of industry experience. In addition to his advisory role, he has been involved in insurance and medical sales with American Senior Benefits since 2009. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Retirement income strategy General tax planning
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Frank D

Series 63, Series 65

Omaha, NE

Gradient Advisors, Llc

Frank Davis Jr. is a financial advisor at Gradient Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors since 2021. Prior to that, he was with Virtue Wealth Counsel, LLC for two years and has been involved with American Senior Benefits since 2009, where he also works as an insurance producer specializing in health, life, and annuity sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a large network of advisors and employs a non-discretionary approach, using various analytical tools to tailor strategies while offering financial planning on fixed-fee or hourly terms.

Retirement income strategy General tax planning
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