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Neil Frederick Fenning

Gradient Advisors, LLC

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About Neil Frederick Fenning

Neil Fenning is an investment advisor representative with Gradient Advisors, LLC. Neil is also an insurance agent with A5 Financial LLC. Neil has been in the financial services industry since 2016 and has worked for firms such as Charles Schwab & Co., Inc. and Ameriprise Financial Services, LLC. Neil holds the Series 66, SIE, and Series 7 licenses. Neil specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Neil's firm manages approximately $207 million in assets for a client base of around 2,700 individuals, high-net-worth individuals, and retirement plans.

Firm Information

Neil Fenning 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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Neil Fenning’s Registration & Firm History

MN

03/04/2024 - Present

Gradient Advisors, LLC (ARDEN HILLS MN)

WA

12/10/2019 - 08/03/2021

AMERIPRISE FINANCIAL SERVICES, LLC (Edmonds WA)

CA

06/13/2016 - 12/12/2019

CHARLES SCHWAB & CO., INC. (Soquel CA)

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Licenses & Designations

BOTH

Issued 07/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/20/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Neil Frederick Fenning.
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