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Thomas Everett Steele

Gradient Advisors, LLC

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About Thomas Everett Steele

Thomas Everett Steele is a registered Investment Advisor Representative with Gradient Advisors, LLC. Thomas has been in the financial services industry since 1982 and has a broad range of experience in financial planning and investment management. His previous employment includes PRUCO Securities Corporation and The Prudential Insurance Company of America. Thomas is currently registered with the state of California and specializes in retirement planning, financial planning and investment management for individuals and families.

Firm Information

Thomas Steele 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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Thomas Steele’s Registration & Firm History

CA

07/16/2021 - Present

Gradient Advisors, LLC (Riverside CA)

NJ

03/29/1983 - 12/07/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

12/15/1982 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 08/30/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/1985

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/14/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Everett Steele.
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