Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Michelle Grage is a registered investment advisor representative with Gradient Advisors, LLC. Katie has been in the financial services industry since 2006. She is a Series 7, 63 and 65 licensed representative and has held previous positions at Cetera Investment Services LLC, Cetera Financial Specialists LLC, and Thrivent Investment Management Inc. Katie is also a registered representative for Gradient Advisors, LLC and provides financial planning, portfolio management for individuals and businesses, and pension consulting services.
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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2
MN
04/07/2020 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
MN
12/16/2014 - 07/21/2016
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
05/28/2013 - 12/11/2014
CETERA ADVISOR NETWORKS LLC (SAINT CLOUD MN)
MN
05/28/2013 - 12/11/2014
CETERA ADVISORS LLC (SAINT CLOUD MN)
MN
05/28/2013 - 12/11/2014
CETERA FINANCIAL SPECIALISTS LLC (SAINT CLOUD MN)
MN
10/16/2006 - 12/11/2014
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
MN
02/09/2007 - 12/31/2010
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MN
02/09/2007 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (ST. CLOUD MN)
IA
Issued 09/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/23/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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