Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel L Lund is a Registered Representative at Gradient Advisors, LLC. Joel L Lund has been in the financial services industry for 27 years. Joel L Lund has a Series 66 registration and is registered with the state of Idaho. Joel L Lund is associated with Gradient Advisors, LLC, a firm with 152 investment advisor representatives and 150 licensed agents. The firm's regulatory assets under management (AUM) are over $207 million. Gradient Advisors, LLC, offers investment advisory services to corporations or other businesses, pension and profit-sharing plans, and individuals other than high-net-worth.
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
01/03/2025 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
Active
Inactive
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