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Michelle Ulrich Golinski

Gradient Securities, LLC

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About Michelle Ulrich Golinski

Michelle Golinski is a financial professional with over 20 years of experience in the securities industry. Michelle is currently registered with Gradient Securities, LLC and has previously been associated with Securities America, Inc., KMS Financial Services, Inc., Signator Financial Services, Inc., and Prime Capital Services, Inc.. Michelle holds the Series 7 and SIE licenses. Michelle is dedicated to providing personalized financial advice to individuals and families. Michelle specializes in assisting clients with their investment, retirement, and financial planning needs.

Firm Information

Michelle Golinski 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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Michelle Golinski’s Registration & Firm History

FL

02/16/2024 - Present

Gradient Securities, LLC (Homosassa FL)

FL

11/06/2020 - 05/04/2023

SECURITIES AMERICA, INC. (Homosassa FL)

FL

08/29/2017 - 11/06/2020

KMS FINANCIAL SERVICES, INC. (Homosassa FL)

FL

05/12/2011 - 09/01/2015

SIGNATOR FINANCIAL SERVICES, INC. (SPRING HILL FL)

FL

10/10/2000 - 05/15/2009

PRIME CAPITAL SERVICES, INC. (CLEARWATER FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Ulrich Golinski.
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