Craig Dickson is a registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 23 years of industry experience. Craig 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
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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
Craig owns several businesses, including Investment Executives Capital Advisory Group (securities and advisory business), Dickson Enterprises and Gonyea Enterprises (residential real estate rentals), and Investment Executives, Inc (insurance sales and taxes). He also works as a real estate agent for Better Homes & Gardens - The Masiello Group, and dedicates full-time hours to Investment Executives Capital Advisory Group, about 10-20% of his time to Investment Executives, Inc, and minimal time to the other ventures.
Employment History
Current Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Previous Registrations
Gradient Advisors, LLC
G.F. Investment Services, LLCBroker
Questar Capital CorporationBroker
New England SecuritiesBroker
Equity Services, INC.Broker
Pruco Securities, LLC.Broker
State Registrations6 states
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.