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Jack Garrett Welchlin

Gradient Securities, LLC

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About Jack Garrett Welchlin

Jack Garrett Welchlin is a financial advisor registered with Gradient Securities, LLC and is also a registered Investment Advisor Representative in the state of Minnesota. Jack has over 5 years of experience in the financial services industry. Prior to joining Gradient Securities, LLC Jack worked with Transamerica Investors Securities Corporation in St. Paul, Minnesota. Jack holds Series 7, Series 66, and SIE licenses and specializes in providing financial planning and investment management services to individuals, families, and small businesses.

Firm Information

Jack Welchlin is currently registered with Gradient Securities, LLC. Gradient Securities, LLC is a Limited Liability Company formed in April 2003. Based in Arden Hills, Minnesota, the firm provides investment advisory services to individuals, high-net-worth individuals, corporations, businesses, pension plans, and individuals other than high-net-worth. They offer financial planning, pension consulting, portfolio management, and selection of other advisers. The firm manages approximately $475 million in assets for over 6,600 clients.
Gradient Securities, LLC

4105 LEXINGTON AVENUE N

ARDEN HILLS, MN 55126

$475.17M

Assets Under Management

921

Total Clients

91

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 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

Solicitor fees

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Jack Welchlin’s Registration & Firm History

MN

07/20/2023 - Present

Gradient Securities, LLC (ARDEN HILLS MN)

MN

08/06/2021 - 04/04/2023

TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PAUL MN)

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Licenses & Designations

BOTH

Issued 11/18/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jack Garrett Welchlin.
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