KJ
KJ

Kimberly Elizabeth Johnson

3 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
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
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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.

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Other Business Activities

Kimberly is the VP of Sales & Marketing at RIA Registrar LLC, an investment-related company. This activity takes a few hours per week.

Employment History
Current Registrations
Gradient Investments, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Gradient Advisors, LLC
June 2022 - September 2023 · 1 yr 3 mos
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.