Lansing, MI Old Us Highway 27 Office
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Gradient Wealth Management
Multi-team
Firm-wide stats for Gradient Wealth Management
About
Gradient Securities, LLC (doing business as Gradient Wealth Management) provides financial planning, consulting, non‑discretionary asset management, and ERISA 3(21) retirement‑plan advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and business entities. The firm also arranges and monitors third‑party managers and delivers implementation support and ongoing client reviews tied to those manager relationships.
The firm emphasizes a non‑discretionary model — its brochure reports approximately $607.9 million of assets under management on a non‑discretionary basis — so advisors recommend securities and obtain client approval before trading. Investment work combines fundamental, technical, and cyclical analysis and often relies on third‑party managers; Gradient discloses that it receives solicitor, revenue‑sharing, or incentive payments from some recommended TPMs and monitors TPM performance on an ongoing basis.
What is distinctive is the firm’s combination of activities and ownership ties: Gradient operates as a FINRA‑registered broker‑dealer, maintains insurance‑wholesaling and Medicare distribution affiliates (including Gradient Insurance Brokerage and Ascentium Insurance Solutions), and has detailed revenue‑sharing and incentive arrangements with several TPMs and custodians (for example, a stated split of revenue on certain fixed annuities and credited incentives from custodians). The brochure consistently discloses these relationships and the firm’s mitigation practices, noting client choice and written disclosures where conflicts may arise.
Based on Gradient Wealth Management
Expertise
Based on Gradient Wealth Management
Location
15485 Old Us Highway 27
Lansing MI 48906
Advisors at this office
3
Advisors at this office
Richard Minh T
Series 65
Lansing, MI
Gradient Securities, LLC
Richard Minh Tran is a financial advisor at Gradient Securities, LLC with Series 65 credentials. He has one year of experience in the financial industry and a background that includes roles at Tecomet, Inc., Eaton Aerospace, General Motors, and the Facility for Rare Isotope Beams. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on a non-discretionary model, combining fundamental, technical, and cyclical analysis while often utilizing third-party managers.
Jamie W
Series 63, Series 65
Lansing, MI
Gradient Securities, LLC
Jamie Wing is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 credentials and offering 32 years of industry experience. He has held roles at Synergy Life Annuity, LLC since 2023 and has been affiliated with Synergy Financial Group, LLC and JW Wealth Management Group, LLC since 2009 and 2007, respectively. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a notable business model involving third-party manager referrals and a mix of advisory and commissionable securities services.
Lindsay T
Series 65, Series 63
Lansing, MI
Gradient Securities, LLC
Lindsay Tran is a financial advisor with Gradient Securities, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at Gradient Securities since 2020 and also maintains roles with Tranquility Wealth Management, LLC and Synergy Financial Group, LLC, where she is involved in insurance sales. Gradient Securities, LLC (doing business as Gradient Wealth Management) provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary model and combines fundamental, technical, and cyclical analysis with third-party managers, while maintaining detailed disclosures of its multiple business relationships.
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