Unclaimed
Nathan Lucius is a registered investment advisor representative with Gradient Investments, LLC. Nathan has been with Gradient Investments, LLC since June 2006 and is a Series 65 licensed representative. The firm offers investment advisory services for individuals, businesses, and pension plans. Nathan has a strong track record of providing investment advice and portfolio management services to clients. The advisor has approximately 5268163746 in regulatory assets under management.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
11/04/2013 - Present
Gradient Investments, LLC (ARDEN HILLS MN)
IA
Issued 09/21/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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