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Mitat Lika

Gradient Securities, LLC

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About Mitat Lika

Mitat Lika is a financial advisor with Gradient Securities, LLC. Mitat has been in the industry since September 1994. Mitat is registered with FINRA and is licensed in New York and Florida. Mitat is also a registered Investment Advisor in New York. Mitat Lika works with individual clients, high net worth individuals, pension and profit-sharing plans, and corporations or other businesses. Mitat Lika specializes in financial planning, pension consulting, and selection of other advisors. Mitat Lika is also the owner of AMG Wealth Management Inc. which provides insurance and securities/advisory services.

Firm Information

Mitat Lika 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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Mitat Lika’s Registration & Firm History

MN

07/30/2021 - Present

Gradient Securities, LLC (ARDEN HILLS MN)

NY

01/27/2004 - 04/01/2016

NFP ADVISOR SERVICES, LLC (RONKONKOMA NY)

NE

05/30/2001 - 12/31/2003

SECURITIES AMERICA, INC. (LAVISTA NE)

MA

08/24/1994 - 06/08/2001

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BC

Issued 06/09/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mitat Lika.
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