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Tyler Patrick Ellegard

Gradient Investments, LLC

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About Tyler Patrick Ellegard

Tyler Ellegard is a financial advisor with Gradient Investments, LLC. Tyler has been in the financial services industry since 2016 and is licensed to sell securities in Minnesota and Texas. Tyler holds the Series 7, Series 66, and SIE licenses and is active in the Investment Advisor Representative capacity. Prior to joining Gradient Investments, Tyler worked at U.S. Bancorp Investments, Inc.. Tyler has experience in providing financial advice to individuals and businesses, and specializes in portfolio management, financial planning and pension consulting. Tyler is also a board member of Believe in Miracles Foundation and a CrossFit coach at CrossFit SISU.

Firm Information

Tyler Ellegard is currently registered with Gradient Investments, LLC. Gradient Investments, LLC is an investment advisor headquartered in Arden Hills, Minnesota. The firm provides portfolio management services for individuals, high-net-worth individuals, businesses, and pension and profit-sharing plans. Gradient Investments, LLC has approximately $5.3 billion in regulatory assets under management.
Gradient Investments, LLC

4105 LEXINGTON AVENUE NORTH

ARDEN HILLS, MN 55126

$5.27B

Assets Under Management

Not reported

Total Clients

19

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Tyler Ellegard’s Registration & Firm History

MN

01/05/2023 - Present

Gradient Investments, LLC (ARDEN HILLS MN)

MN

10/19/2016 - 10/11/2018

U.S. BANCORP INVESTMENTS, INC. (EDINA MN)

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Licenses & Designations

BOTH

Issued 03/16/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyler Patrick Ellegard.
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