AdFi
GW

Gradient Wealth Management

SEC Registered
Assets Under Management
$500M–$1B
Office Locations
24 offices
Total Accounts
5848

About the firm

Gradient Financial Group, LLC and our family of companies serve independent financial services professionals across the country.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCorporations

Areas of expertise

Independent Financial ServicesFinancial Professionals

Who they serve

Independent financial services professionals across the country

Leadership

Tami Jean Lucius
OWNER
Jeffrey Allen Foley
PRESIDENT/CEO

Office locations

24 offices in 14 states
MN
Arden HillsHQ
AZ
Gilbert
MI
Grand Ledge
MN
St. Paul
MI
Grand Rapids
MI
Lansing
IN
Mishawaka
FL
Pinecrest
TX
Plano
MN
Oakdale
WI
Mayville
OH
Canton
NY
Holbrook
PA
Towanda
TX
Tomball
CA
Redlands
MA
Greenfield
FL
New Port Richey
TX
Abilene
CA
Newport Beach
ME
Lewiston
SC
Greenville
TX
San Antonio
OH
Dublin

Advisors at this firm

67 advisors in the directory

Michael B Haney
Investment Adviser Representative
Dual-registered
Todd William Knutsen
Investment Adviser Representative
Dual-registered
Pamela Hausman
Investment Adviser Representative
Dual-registered
Armando Cunill
Investment Adviser Representative
Dual-registered
David Ross McCaghren
Investment Adviser Representative
Dual-registered
Deborah Lynn Bishopp
Investment Adviser Representative
Dual-registered
David William Brady
Investment Adviser Representative
Dual-registered
Larry Clifford Dogs
Investment Adviser Representative
Dual-registered
Michael Scott Allison
Investment Adviser Representative
Dual-registered
Bryon Ganus Deiss
Investment Adviser Representative
Dual-registered
Jamie Lawrence Wing
Investment Adviser Representative
Dual-registered
Mitat Lika
Investment Adviser Representative
Dual-registered
J Paul Brian Prasifka
Investment Adviser Representative
Dual-registered
Deborah Lorraine Bluhm
Investment Adviser Representative
Dual-registered
Wendall Loyd Corley
Investment Adviser Representative
Dual-registered
Eric Jonathan Dirkes
Investment Adviser Representative
Dual-registered
Kevin Thomas Mix
Investment Adviser Representative
Dual-registered
Michael Joseph McCullough
Investment Adviser Representative
Dual-registered
Peter Frederick Acquaro
Investment Adviser Representative
Dual-registered
Patrick Lee Kulzer
Investment Adviser Representative
Dual-registered
Michael Aubrey Raitt
Investment Adviser Representative
Dual-registered
George Nicholas Yankoupe II
Investment Adviser Representative
Dual-registered
Michael James Farrington
Investment Adviser Representative
Dual-registered
Gregory Allen Wales
Investment Adviser Representative
Dual-registered
Grace Ann Haverkamp
Investment Adviser Representative
Dual-registered
Mark Allen McNamee
Investment Adviser Representative
Dual-registered
Jamie Lee Jochum
Investment Adviser Representative
Dual-registered
Richard Scott Reid
Investment Adviser Representative
Dual-registered
Jorge Alberto Trevino
Investment Adviser Representative
Dual-registered
Craig Matthew Dickson
Investment Adviser Representative
Dual-registered
Benjamin Joseph Zaharias
Investment Adviser Representative
Dual-registered
Matthew Gabe Jorgensen
Investment Adviser Representative
Dual-registered
Katie Michelle Grage
Investment Adviser Representative
Investment Adviser Representative
Roger P Tennyson
Investment Adviser Representative
Dual-registered
Richard A Ure
Investment Adviser Representative
Dual-registered
Sean Paul Perez
Investment Adviser Representative
Dual-registered
Andrew John O'Neill
Investment Adviser Representative
Dual-registered
Timothy Alan Rosga
Investment Adviser Representative
Dual-registered
Paul Christopher Vessel
Investment Adviser Representative
Dual-registered
Tyler Brooks Tury
Investment Adviser Representative
Dual-registered
Ryan Vance Golinski
Investment Adviser Representative
Dual-registered
Lindsay Anne Cameron
Investment Adviser Representative
Dual-registered
Brandon Todd Green
Investment Adviser Representative
Dual-registered
Robert Edward Allison
Investment Adviser Representative
Dual-registered
Joshua Eric Fallenstein
Investment Adviser Representative
Dual-registered
Erik Alan Nelson
Investment Adviser Representative
Dual-registered
Eric Richard Nohner
Investment Adviser Representative
Dual-registered
Matthew Robert Engstrom
Investment Adviser Representative
Dual-registered
Brandon Lee Ulmer
Investment Adviser Representative
Dual-registered
Edil Llanos II
Investment Adviser Representative
Dual-registered
Jason Andrew Beatty
Investment Adviser Representative
Dual-registered
Margaret Ann Barrett
Investment Adviser Representative
Dual-registered
Dominic Schultz Boggio
Investment Adviser Representative
Dual-registered
Alex Wong Jr
Investment Adviser Representative
Dual-registered
Rachel Emily Sams
Investment Adviser Representative
Dual-registered
Aaron Thomas Mix
Investment Adviser Representative
Investment Adviser Representative
Robert Dahl
Investment Adviser Representative
Dual-registered
Lindsay L Tran
Investment Adviser Representative
Dual-registered
Forrest Patterson
Investment Adviser Representative
Dual-registered
Michael Dale Potter
Investment Adviser Representative
Investment Adviser Representative
Jack Garrett Welchlin
Investment Adviser Representative
Dual-registered
Alexandra Marie Richey
Investment Adviser Representative
Dual-registered
Lindsay Renee May
Investment Adviser Representative
Dual-registered
Morgan Paige Smick
Investment Adviser Representative
Dual-registered
John Wilder Spears
Investment Adviser Representative
Dual-registered
Noah Maddalozzo
Financial Professional
Danielle Marie Gray
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#127701
SEC Number
801-80807
Disciplinary History
Yes
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee / Other

Data as of April 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gradient Wealth Management 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 the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Gradient Wealth Management in Arden Hills, MN - Firm Profile