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Bernardo Hevia

Gradient Advisors, LLC

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About Bernardo Hevia

Bernardo Hevia is a Registered Investment Advisor with Gradient Advisors, LLC. Bernardo holds a Series 6 and Series 65 license. He is a veteran advisor with over 25 years of experience and is based out of Arden Hills, Minnesota. Bernardo’s clients include individuals and families. Gradient Advisors, LLC provides a range of services to clients. These services include: portfolio management for individuals and businesses, financial planning, and pension consulting.

Firm Information

Bernardo Hevia 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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other

Referral fees

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Bernardo Hevia’s Registration & Firm History

MN

04/08/2015 - Present

Gradient Advisors, LLC (ARDEN HILLS MN)

FL

01/11/2011 - 03/23/2015

PACKERLAND BROKERAGE SERVICES, INC. (HIALEAH FL)

FL

10/01/1997 - 12/31/2010

LINCOLN FINANCIAL SECURITIES CORPORATION (MIAMI LAKES FL)

IN

04/30/1996 - 10/01/1997

JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)

MA

05/04/1993 - 03/27/1996

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/04/1993 - 03/27/1996

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/02/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/23/2015

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bernardo Hevia.
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