linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Adam Keith Estall

Gradient Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Adam? Claim Your Profile

About Adam Keith Estall

Adam Estall is a financial advisor registered with Gradient Advisors, LLC. Adam is licensed in Minnesota. Adam has been a financial advisor since 2002. Adam has experience in the financial services industry with previous experience at GRADIENT SECURITIES, LLC, RAYMOND JAMES FINANCIAL SERVICES, INC. and LINSCO/PRIVATE LEDGER CORP.. Adam has also earned the Certified Financial Planner designation. Adam specializes in working with individuals and high-net-worth individuals and provides financial planning, pension consulting and portfolio management services.

Firm Information

Adam Estall is currently registered with Gradient Advisors, LLC. Gradient Advisors, LLC is an investment advisor headquartered in Arden Hills, MN. They manage approximately $207,096,853 in assets for individuals, corporations, and other businesses. The firm provides financial planning, pension consulting, and selection of other advisors. They have a team of 152 investment adviser representatives and 150 licensed agents.
Gradient Advisors, LLC

4105 LEXINGTON AVENUE N.

ARDEN HILLS, MN 55126

$207.10M

Assets Under Management

2,706

Total Clients

167

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Adam Estall’s Registration & Firm History

MN

01/09/2017 - Present

Gradient Advisors, LLC (ARDEN HILLS MN)

MN

01/02/2014 - 05/05/2014

GRADIENT SECURITIES, LLC (ARDEN HILLS MN)

MN

03/04/2004 - 07/11/2011

RAYMOND JAMES FINANCIAL SERVICES, INC. (BLOOMINGTON MN)

SC

07/01/2002 - 02/22/2003

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

Not sure if Adam Keith Estall is right for you?

Licenses & Designations

BC

Issued 09/13/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Keith Estall.
Not sure if Adam Keith Estall is right for you?