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Melissa Kimberly Blumenthal

Gradient Advisors, LLC

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About Melissa Kimberly Blumenthal

Melissa Blumenthal is an Investment Advisor Representative registered with Gradient Advisors, LLC, based in Tucson, Arizona. Melissa is a financial advisor with over 10 years of experience, providing comprehensive financial planning and investment management services for individuals and families. Melissa is committed to helping clients reach their financial goals and build a secure future. Melissa holds the Series 65 license and has experience in various areas such as financial planning, pension consulting, and portfolio management. Melissa is a member of the LGBT Chamber of Commerce and is passionate about serving the LGBTQ+ community.

Firm Information

Melissa Blumenthal 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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Melissa Blumenthal’s Registration & Firm History

MN

12/19/2022 - Present

Gradient Advisors, LLC (ARDEN HILLS MN)

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Licenses & Designations

IA

Issued 08/27/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Kimberly Blumenthal.
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