Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hohl is an investment advisor representative with Gradient Advisors, LLC. David has been in the financial industry since 2009. David has a Series 6, Series 63 and Series 65 licenses. David is registered with the state of Tennessee. David has been associated with Gradient Advisors, LLC, since 2024, prior to that he was with Transamerica Financial Advisors, Inc., and Park Avenue Securities LLC. David has a strong background in financial planning, portfolio management, and pension consulting. David is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
MN
06/06/2024 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
TN
09/10/2018 - 12/04/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Nashville TN)
TN
02/10/2009 - 03/20/2017
PARK AVENUE SECURITIES LLC (BRENTWOOD TN)
IA
Issued 06/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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