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Michael Terence Widlake

Gradient Advisors, LLC

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About Michael Terence Widlake

Michael Terence Widlake is a registered Investment Advisor Representative. Michael is currently employed with Gradient Advisors, LLC. Michael was previously employed with LEERINK SWANN & COMPANY, located in Boston, MA. Michael is licensed to provide investment advice in Maine, Massachusetts, New Hampshire, Ohio, Vermont, and Washington. Michael has completed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Michael is also licensed with Series 6 and Series 7 registrations. Michael has been in the financial industry since 1998.

Firm Information

Michael Widlake 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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Michael Widlake’s Registration & Firm History

MN

07/07/2022 - Present

Gradient Advisors, LLC (ARDEN HILLS MN)

MA

11/10/1999 - 04/07/2000

LEERINK SWANN & COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 07/06/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/1999

Series 7 - General Securities Representative Examination

BC

Issued 11/12/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Terence Widlake.
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