San Antonio, TX Office

Team
Updated today

Client AUM

$289,113,522

Clients

2,149

Advisors

2

Of 184 advisors across 154 offices

Location

18618 Tuscany Stone, Suite 200

San Antonio TX 78258

Advisors at this office

2

Advisors at this office

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Kevin G

Series 65

San Antonio, TX

Gradient Advisors, LLC

Kevin Gerbers is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has served in roles at Pinnacle Strategic Wealth, Inc. and AE Wealth Management, LLC. He is also involved in financial education as president and presenter at the American Financial Education Alliance. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, 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 that emphasizes client approval of transactions and a comprehensive risk analysis approach.

Retirement income strategy General tax planning
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Christopher K

Series 66

San Antonio, TX

Gradient Advisors, LLC

Christopher King is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and two years of industry experience. He previously worked at MML Investors Services LLC and Mass Mutual Life Insurance Company. King has also been involved with Pinnacle Strategic Wealth, Inc. in an advisory role. Gradient Advisors, LLC 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, focusing on a largely non-discretionary model where clients approve transactions and portfolio decisions utilize fundamental, technical, and cyclical analysis.

Retirement income strategy General tax planning
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