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Spencer Christian Peterson

Gradient Securities, LLC

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About Spencer Christian Peterson

Spencer Christian Peterson is a registered representative with Gradient Securities, LLC. Spencer has been in the financial services industry for over 2 years. Spencer is licensed in Minnesota as both a broker-dealer and an investment advisor representative. Spencer is a graduate of Bethel University and has a strong background in customer service. Spencer specializes in providing financial planning and investment management services to individuals and businesses. Spencer is passionate about helping clients achieve their financial goals.

Firm Information

Spencer Peterson 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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Spencer Peterson’s Registration & Firm History

MN

02/06/2024 - Present

Gradient Securities, LLC (ARDEN HILLS MN)

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Licenses & Designations

BOTH

Issued 02/05/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/04/2024

Series 24 - General Securities Principal Examination

BC

Issued 11/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/01/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Spencer Christian Peterson.
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