Forrest Patterson
Investment Adviser Representative at Gradient Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Forrest Patterson is an investment adviser representative with Gradient Wealth Management in Hurst, TX, where they have been registered since 2024. They have worked in the securities industry since 2020 and have been registered with 3 firms, including Northwestern Mutual Investment Services,llc and Gradient Advisors, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
2 states and territories
Arkansas, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Adovcate Financial PartnersJul 2013 – Nov 2021Arlington, TX
- Gradient Advisors LLCJul 2020 – Nov 2021Arlington, TX
- Northwestern Mutual Life Insurance CompanyNov 2021 – Sep 2023Milwaukee, WI
- Northwestern Mutual Investment Services LLCNov 2021 – Sep 2023Dallas, TX
- Northwestern Mutual Wealth Management CompanyMar 2022 – Sep 2023Milwaukee, WI
- American Senior BenefitsOct 2023 – no end date reportedHurst, TX
- Gradient SecuritiesJan 2024 – no end date reportedArden Hills, MN
- Bloom Financial Partners, LLCJan 2024 – no end date reportedArden Hills, MN
- Integrity Alliance, LLCJul 2026 – no end date reportedHurst, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Gradient Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 67
- Offices listed on AdvisorFinder:
- 24
- Main office:
- Arden Hills, MN
- SEC file number:
- 801-80807
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 13, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Forrest Patterson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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