Gradient Securities, LLC

Overview

Gradient Securities, LLC is a Broker Dealer and registered investment adviser based in Arden Hills, MN, registered since 2004. It reports $608M in assets under management across 5,848 accounts, with 67 employees. Its 136 registered representatives work across 66 branch offices in 23 states.

Reported AUM

$608M

Accounts

5,848

Average account

$104K

Employees

67

Registered reps

136

Branch offices

66

Registered since

2004

Jurisdictions

51

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Products and services

• Corporate Bonds
• Insurance
• Investment Advisory Services
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Other
• Retirement/Pension Products
• Stock
• US Government Securities Broker
• Variable Life Insurance & Annuities

Executive officers 3 of 3

• Robert Scott Nelson President, Elected Manager CRD 4237080
• Jamie Lee Jochum Financial and Operations Principal CRD 4459768
• Brian Andrew Remme Chief Compliance Officer CRD 3103459

Registered reps 3 of 136

• Peter F Acquaro Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2918693
• Michael S Allison Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2232558
• Robert Edward Allison Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5846889

133 more registered reps, with emails, phones and branch locations

Location

Headquarters

4105 Lexington Ave N Ste 380
Arden Hills, MN 55126

County

Ramsey

Metro area

Minneapolis-St. Paul-Bloomington, MN-WI

Region

Midwest

Branch offices

66 in 23 states, including Houston, TX, Lansing, MI and Mesa, AZ

Registrations

• SEC registered, limited liability company formed in Delaware
• Registered in 51 jurisdictions
• Website: gradientsecurities.com

Every state, with registration dates

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