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Mark Thomas Grams

Gradient Securities, LLC

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About Mark Thomas Grams

Mark Thomas Grams is a financial advisor with Gradient Securities, LLC. Mark has been in the financial services industry for over five years. Mark has a Series 7, Series 24, and SIE license and specializes in investments, insurance, mutual funds and financial planning. Mark works with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations and other businesses. Previously, Mark worked as a financial advisor at Allianz Life Financial Services, LLC and Questor Capital Corporation. Mark is committed to helping his clients achieve their financial goals.

Firm Information

Mark Grams 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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Mark Grams’s Registration & Firm History

MN

11/01/2021 - Present

Gradient Securities, LLC (ARDEN HILLS MN)

MN

04/24/2019 - 10/26/2021

ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

MN

03/14/2016 - 03/18/2019

QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 06/22/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Thomas Grams.
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