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Thomas James Kaliszak

Gradient Advisors, LLC

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About Thomas James Kaliszak

Thomas Kaliszak is an investment advisor representative with Gradient Advisors, LLC. Thomas has been in the industry since February 2012. Thomas holds Series 6, Series 63, and Series 65 licenses. Thomas's current employment with Gradient Advisors, LLC began in May 2022 and is located in Arden Hills, MN. Thomas's previous employment with MML Investors Services, LLC was located in Hunt Valley, MD and ended on August 31, 2016. Thomas's registrations are currently active in Florida and inactive in other states. Thomas has experience in financial planning and portfolio management for both individuals and businesses.

Firm Information

Thomas Kaliszak 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 Kaliszak’s Registration & Firm History

MN

05/11/2022 - Present

Gradient Advisors, LLC (ARDEN HILLS MN)

MD

02/21/2012 - 08/31/2016

MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)

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Licenses & Designations

IA

Issued 09/10/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas James Kaliszak.
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