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Kevin Patrick Smith

Gradient Advisors, LLC

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About Kevin Patrick Smith

Kevin Smith is an investment advisor representative associated with Gradient Advisors, LLC in Arden Hills, Minnesota. Kevin has been in the financial services industry since 2010. Kevin has a Series 7 and Series 66 license and is registered with the state of Virginia. Kevin has previous experience with firms such as Gradient Securities, LLC, Equity Services, Inc., and AXA Advisors, LLC.

Firm Information

Kevin Smith 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 Smith’s Registration & Firm History

MN

09/08/2023 - Present

Gradient Advisors, LLC (ARDEN HILLS MN)

VA

12/21/2011 - 12/10/2012

GRADIENT SECURITIES, LLC (CHRISTIANSBURG VA)

VA

08/11/2010 - 11/15/2011

EQUITY SERVICES, INC. (ROANOKE VA)

VA

05/03/2010 - 07/29/2010

AXA ADVISORS, LLC (ROANOKE VA)

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Licenses & Designations

BOTH

Issued 05/22/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/22/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Patrick Smith.
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