Bryon Deiss is a registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 31 years of industry experience. Bryon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
4105 Lexington Avenue, Suite 380, Arden Hills, MN, 55126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bryon is an independent associate with LegalShield, helping individuals become members, and also works as a Senior Financial Case Design Specialist with Case Design, dedicating full-time hours. Bryon is also an insurance agent and a musician/vocalist, spending a few hours per week on each activity.
Employment History
Current Registrations
Gradient Securities, LLCBroker
Gradient Wealth Management
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Securian Financial Services, INC.Broker
Pacific Select Distributors, INC.Broker
Ameriprise Financial Services, INC.Broker
Woodbury Financial Services, INC.Broker
Waddell & Reed, INC.Broker
Woodbury Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.