Craig Matthew Dickson

Gradient Wealth Management

22 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management

Gradient Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

96 advisors

Number of Clients

3,268 clients

Average Client Portfolio

$181K average

Assets Under Management

$591.1M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

4105 Lexington Avenue, Suite 380, 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.

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.