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Kevin Thomas Mix

Gradient Securities, LLC

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About Kevin Thomas Mix

Kevin Thomas Mix is a financial advisor with over 27 years of experience in the financial services industry. Kevin is currently registered with Gradient Securities, LLC, and is licensed to provide investment advice in Georgia, Michigan, and Ohio. Previously, Kevin was registered with ING Financial Partners, Inc. and HBW Securities LLC. Kevin's areas of expertise include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Kevin holds the Series 6, Series 63, and Series 65 licenses.

Firm Information

Kevin Mix 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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Kevin Mix’s Registration & Firm History

MN

10/25/2019 - Present

Gradient Securities, LLC (ARDEN HILLS MN)

MI

04/17/2008 - 09/01/2011

ING FINANCIAL PARTNERS, INC. (GRAND LEDGE MI)

MI

10/26/2006 - 04/18/2008

HBW SECURITIES LLC (GRAND LEDGE MI)

GA

04/12/1996 - 07/13/2006

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 10/22/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Thomas Mix.
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