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Arden Hills, MN Office

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Gradient Investments, LLC logo

Gradient Investments, LLC

Multi-team

Firm-wide stats for Gradient Investments, LLC

Total advisors

27

Across 10 offices

Clients per advisor

993 Very High

Avg AUM per client

$329,502 Low

HNW client ratio

7% Low

About

Gradient Investments, LLC provides discretionary investment management to individuals, high‑net‑worth clients, institutions, pension and profit‑sharing plans, trusts, estates, corporations, and charitable organizations. The firm is strictly fee‑only, does not act as a custodian, and delivers managed portfolios using no‑load mutual funds, ETFs, individual equities, money market funds and ERISA 3(38) plan services.

Gradient employs a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios, including Strategic, Tactical (quantitative), Allocation, Defined Outcome (including structured notes), Preservation, a Private Wealth series that accesses private equity and private credit, and a recently added Custom Indexing, tax‑aware strategy. Portfolios are typically managed on a discretionary basis, may use sub‑advisors, and are continuously monitored with periodic reviews and rebalancing.

Noteworthy attributes include a very high client‑to‑advisor ratio—26,803 clients served by 31 advisors, implying more than 860 clients per advisor—which reflects a referral‑driven distribution model and an AUM incentive program for referring RIAs. The brochure also discloses a complex ownership and affiliate structure (majority ownership by a family trust and ties to affiliated advisory, broker‑dealer and insurance entities) and emphasizes disclosures and policies to mitigate related conflicts; the firm does not present comprehensive financial planning services as a core offering.

Based on Gradient Investments, LLC

Expertise

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies

Based on Gradient Investments, LLC

Occupation focus

Executive Founder/Business Owner

Based on Gradient Investments, LLC

Location

4105 Lexington Avenue North, Suite 250

Arden Hills MN 55126

Advisors at this office

17

Advisors at this office

user avatar

Tyler E

CFA®, Series 66

Arden Hills, MN

Gradient Investments, LLC

Tyler Ellegard is a CFA® charterholder with nine years of industry experience, currently serving at Gradient Investments, LLC. He has been with Gradient and its affiliated entities since 2018, following prior roles at U.S. Bancorp Investments, Inc. He is also president of Gradient Advisors LLC, dedicating the majority of his time to this business. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
user avatar

Dominic B

Series 66

Arden Hills, MN

Gradient Investments, LLC

Dominic Boggio is a financial advisor at Gradient Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, RBC Capital Markets, and Thrivent Investment Management. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various entities. The firm uses a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios managed on a discretionary basis.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
user avatar

Justin H

Series 66

Arden Hills, MN

Gradient Investments, LLC

Justin Hamilton is a financial advisor at Gradient Investments, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including RBC Capital Markets and Wealth Enhancement Group. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various other entities using a proprietary Wright Investment Strategies framework. The firm offers a range of model and custom portfolios managed on a discretionary basis with an emphasis on managed portfolios that include ETFs, mutual funds, individual equities, and other investment vehicles.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Carter M

Series 65

Arden Hills, MN

Gradient Investments, LLC

Carter Mc Graw is a Series 65 licensed advisor at Gradient Investments, LLC with one year of industry experience. Prior to joining Gradient Investments, he held roles at Case Central, LLC and Gartner Companies. Gradient Investments provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios, managing assets primarily on a discretionary basis.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Thomas K

CFA®, Series 66

Arden Hills, MN

Gradient Investments, LLC

Thomas Klein is a CFA® charterholder and holds a Series 66 registration, with four years of industry experience. He currently works at Gradient Investments, LLC and previously was associated with Ameriprise Financial Services, LLC, Panoramic Wealth Advisors, and U.S. Bank. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm employs a proprietary investment framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Nicole A

Series 65

Arden Hills, MN

Gradient Investments, LLC

Nicole Alexander is a financial advisor at Gradient Investments, LLC with 16 years of industry experience. She holds a Series 65 designation and has been with Gradient Investments since 2009. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm employs a proprietary investment framework and offers a variety of model and custom portfolios managed on a discretionary basis using mutual funds, ETFs, individual equities, and other investment vehicles.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Abbey R

Series 65

Arden Hills, MN

Gradient Investments, LLC

Abbey Recser is a financial advisor at Gradient Investments, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Veradigm, Rothman Health Solutions, and U.S. Physical Therapy/Horizon Sports Medicine & Rehabilitation. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
user avatar

Andrew F

Series 63, Series 65

Arden Hills, MN

Gradient Investments, LLC

Andrew Fischer is a financial advisor at Gradient Investments, LLC with 24 years of industry experience. He has held roles at Gradient Investments since 2016 and previously worked at U.S. Bancorp Investments and U.S. Bank. Gradient Investments, LLC provides discretionary investment management to individuals, institutions, and various entities using a proprietary Wright Investment Strategies framework. The firm offers a range of model and custom portfolios, focusing on fee-only managed portfolios that include mutual funds, ETFs, equities, and ERISA 3(38) plan services.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
user avatar

Sean S

Series 66

Arden Hills, MN

Gradient Investments, LLC

Sean Stevenson is a financial advisor at Gradient Investments, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, TD Ameritrade, and Gallacher Capital Management, LLC. Gradient Investments, LLC provides discretionary investment management services to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses a proprietary investment framework and offers a range of model and custom portfolios managed on a discretionary basis.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
user avatar

Keith G

CFA®

Arden Hills, MN

Gradient Investments, LLC

Keith Gangl is a CFA® charterholder with seven years of industry experience. He has been with Gradient Investments, LLC since 2018 and previously worked at Thrivent Financial for Lutherans for 24 years. Gradient Investments, LLC provides discretionary investment management to a broad client base, including individuals, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a range of discretionary portfolios employing various asset types, including private equity and structured notes.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Kimberly J

Series 65

Arden Hills, MN

Gradient Investments, LLC

Kimberly Johnson is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and four years of industry experience. She has worked with Gradient Investments since 2021 and serves as Vice President of Sales and Marketing at RIA Registrar LLC, a role she has held since 2019. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
user avatar

Jonathan V

Series 66

Arden Hills, MN

Gradient Investments, LLC

Jonathan Vanorden is a financial advisor at Gradient Investments, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Gradient Investments since 2011. Outside of his advisory role, he is also engaged in insurance sales as a sole proprietor. Gradient Investments provides discretionary investment management to individuals, institutions, and various fiduciary clients through fee-only managed portfolios that include mutual funds, ETFs, equities, and structured products. The firm employs a proprietary investment framework and offers a diverse range of strategic and customized portfolio solutions.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Matthew A

Series 65

Arden Hills, MN

Gradient Investments, LLC

Matthew Anderson is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and 9 years of industry experience. He has worked at Gradient Investments since 2019 and was previously with Gradient Advisors, LLC and Case Central. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios managed on a discretionary basis.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
user avatar

John I

Series 65

Arden Hills, MN

Gradient Investments, LLC

John Ingham is a Series 65-credentialed financial advisor with one year of industry experience. He is currently with Gradient Investments, LLC and previously worked at several firms in 2024 and 2025, including Robert Half and Case Central, LLC. Gradient Investments, LLC provides discretionary investment management to individuals, institutions, and various other client types. The firm employs a proprietary Wright Investment Strategies framework and offers a range of managed portfolios, including strategic, tactical, private wealth, and tax-aware custom indexing strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
user avatar

Michael B

CFA®

Arden Hills, MN

Gradient Investments, LLC

Michael Binger is a CFA® charterholder with 12 years of industry experience. He has worked at Gradient Investments, LLC since 2012 and is a passive investor in O'Shaughnessy Distilling Co., a spirit sales business. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various other entities. The firm employs a proprietary investment framework and offers a range of model and custom portfolios across multiple asset classes, focusing on fee-only advisory services.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
View complete list of advisors at this office
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