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Neal Huffman

Gradient Advisors, LLC

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About Neal Huffman

Neal Huffman is an Investment Advisor Representative at Gradient Advisors, LLC. Neal has been in the financial services industry for over 15 years and has a strong background in financial planning and portfolio management. Neal has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Neal holds the Series 6, 63, and 65 licenses and is a graduate of the University of Colorado at Boulder. Neal is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Neal Huffman 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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Neal Huffman’s Registration & Firm History

CO

09/04/2024 - Present

Gradient Advisors, LLC (Aurora CO)

CO

04/06/2018 - 01/31/2023

PRUCO SECURITIES, LLC. (ENGLEWOOD CO)

CO

01/08/2018 - 03/21/2018

NYLIFE SECURITIES LLC (DENVER CO)

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Licenses & Designations

BC

Issued 12/15/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/22/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Neal Huffman.
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