Unclaimed
Shannon Gligora is an investment advisor representative at Gradient Advisors, LLC. Shannon has been in the industry for over 10 years and holds the Series 65 license. Shannon's professional experience includes time at Verity Asset Management, Appreciation Financial, and Christian Assembly. In addition to her work at Gradient Advisors, LLC, Shannon is also the owner of Abundant Life Solutions, LLC and Shannon's Daily Pay. Shannon specializes in providing financial planning services to individuals and businesses. Shannon is committed to providing clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
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MN
02/18/2025 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
IA
Issued 04/29/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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