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Thomas Gregory Harper

Gradient Advisors, LLC

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About Thomas Gregory Harper

Thomas Gregory Harper is an Investment Advisor Representative associated with Gradient Advisors, LLC. Thomas Harper is registered with the state of Florida. Thomas Harper has 1 state exam, the Uniform Investment Adviser Law Examination. Thomas Harper has been in the industry since 2010. Thomas Harper has worked for Fidelity Atlantic, LLC; National Marketing Services, LLC; Heritage Financial Wealth Management, LLC; Senior Insurance & Retirement Benefits Group, LLC; Mothers Against Child Abductions Inc.; Ft. Harrison Laundry, LLC; Black Card Consulting; National Consumer Services and Gradient Advisors, LLC. Thomas Harper has a current employment with Gradient Advisors, LLC. The firm has a main office located in Arden Hills, MN. The firm's AUM (assets under management) is $207,096,853. The firm has 2706 client accounts. The firm's advisory services include financial planning, pension consulting, and selection of other advisors.

Firm Information

Thomas Harper 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 Harper’s Registration & Firm History

MN

02/19/2018 - Present

Gradient Advisors, LLC (ARDEN HILLS MN)

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Licenses & Designations

IA

Issued 02/08/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Gregory Harper.
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