Nicole Shelton Alexander

Gradient Investments, LLC

15 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Gradient Investments, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

24,542 clients

Average Client Portfolio

$267K average

Assets Under Management

$6.6B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

4105 Lexington Avenue North, Suite 250, Arden Hills, MN, 55126

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Gradient Investments, LLC

January 2012 - Present · 14 yrs 1 mo

Previous Registrations

Gradient Investments, LLC

March 2010 - December 2011 · 1 yr 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.