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Kevin Douglas Klute

Gradient Advisors, LLC

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About Kevin Douglas Klute

Kevin Klute is an Investment Advisor Representative with Gradient Advisors, LLC. Kevin has been in the industry since 2013 and is registered to provide investment advice in Iowa and Illinois. Kevin is a Series 65 licensed individual and provides a wide range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Kevin also provides financial advice to high-net-worth individuals and corporations, as well as to individuals other than high-net-worth. Gradient Advisors, LLC has been in business since 2017 and has offices in Arden Hills, Minnesota and Bettendorf, Iowa. The firm provides a variety of financial services to individuals, businesses, and institutions, including investment management, financial planning, retirement planning, and estate planning.

Firm Information

Kevin Klute is currently registered with Gradient Advisors, LLC. Gradient Advisors, LLC is an investment advisor headquartered in Arden Hills, MN. They manage approximately $207,096,853 in assets for individuals, corporations, and other businesses. The firm provides financial planning, pension consulting, and selection of other advisors. They have a team of 152 investment adviser representatives and 150 licensed agents.
Gradient Advisors, LLC

4105 LEXINGTON AVENUE N.

ARDEN HILLS, MN 55126

$207.10M

Assets Under Management

2,706

Total Clients

167

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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

Referral fees

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Kevin Klute’s Registration & Firm History

MN

10/25/2017 - Present

Gradient Advisors, LLC (ARDEN HILLS MN)

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Licenses & Designations

IA

Issued 10/23/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Douglas Klute.
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