Portage, WI Office
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Gradient Advisors, LLC
Multi-team
Firm-wide stats for Gradient Advisors, LLC
About
Gradient Advisors, LLC provides investment management, financial planning, and consulting to a mix of individuals, retirement plans, trusts, estates, charitable organizations, corporations and other business entities. The firm delivers these services through a network of Investment Advisor Representatives and reports roughly $289 million in regulatory assets under management alongside about $1.10 billion in assets under administration, for total platform assets of approximately $1.39 billion.
Gradient works with clients primarily through third‑party money managers and IARs who act as liaisons, offering advice and implementation support while often leaving trade execution and continuous management to the TPMMs. The brochure describes a largely non‑discretionary operating model—clients must approve transactions—and documents client objectives and risk tolerance using tools such as the Color of Money Risk Analysis, while employing fundamental, technical and cyclical analysis in portfolio work.
Notable distinctions include a suite of affiliated relationships and revenue‑sharing or incentive arrangements (for example, with Gradient Investments, Orion Portfolio Solutions, and SEI) and the firm’s role as a referral and administrative platform, which results in a substantially larger AUA relative to assets GA directly manages. The firm also does not custody client assets, discloses that it does not vote proxies on client securities, and highlights potential conflicts from referral and incentive programs in its disclosure documents.
Based on Gradient Advisors, LLC
Location
118 W. Collins St
Portage WI 53901
Advisors at this office
2
Advisors at this office
Troy S
Series 65
Portage, WI
Gradient Advisors, LLC
Troy Simonson is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Questar Asset Management from 2016 to 2019. Outside of advising, Simonson volunteers for Portage Youth Softball, supporting youth fastpitch softball programs. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with tools such as the Color of Money Risk Analysis.
Joia S
Series 65
Portage, WI
Gradient Advisors, LLC
Joia Simonson is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and beginning her advisory career in 2026. Prior to joining Gradient Advisors, she gained experience at Meg Hunter State Farm and HG Meigs. Outside of her advisory work, Simonson serves as an assistant coach for high school softball with Portage Community Schools. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.
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