Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Simonson is a registered Investment Advisor Representative with Gradient Advisors, LLC in Wisconsin. Troy has been in the financial services industry since 1997. Troy is a Series 65 licensed investment advisor representative. Troy has 2658 clients and $126,051,462 in assets under management for individuals, in addition to $80,683,378 for high-net-worth individuals. Troy provides financial planning and portfolio management services to individuals and businesses. In addition to working at Gradient Advisors, LLC, Troy also works at Miller Simonson Insurance as an insurance agent and owner.
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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WI
03/18/2019 - Present
Gradient Advisors, LLC (Portage WI)
IA
Issued 11/10/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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