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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Topor is an investment advisor representative with Gradient Advisors, LLC, an SEC Registered Investment Advisor. David Topor is registered in Tennessee and North Carolina. David Topor has been in the industry since September 2010. David Topor has a Series 65 license. David Topor is also the President and Sales Agent of IntelliShield, a life, health, and annuity sales company. David Topor is an educational speaker and advisor for the Society of Financial Awareness. David Topor is also a Sales Representative for LegalShield and TEP, selling legal and identity membership and trusts. David Topor also works as an estate planning advisor for FamilyEstateDocs.com, Asset Positioning Services LLC, and The Estate Planning Source. David Topor also works as a Plan Rep for ACN, offering health sharing plans. Gradient Advisors, LLC has offices in Arden Hills, Minnesota and Loudon, Tennessee. Gradient Advisors, LLC specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Gradient Advisors, LLC manages over $200 million in assets for over 2,700 clients. Gradient Advisors, LLC offers fee-based, hourly, and percentage-of-assets compensation arrangements. Gradient Advisors, LLC also offers referral fees.
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
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MN
07/10/2013 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
IA
Issued 02/12/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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