linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Yvette Spillman

Gradient Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Yvette? Claim Your Profile

About Yvette Spillman

Yvette Spillman is an Investment Advisor Representative at Gradient Advisors, LLC. Yvette has been in the financial services industry since 2001 and holds Series 6, 63, and 65 licenses. Yvette is based in Temecula, California and has experience providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Yvette's background includes previous employment with MetLife Securities Inc., Metropolitan Life Insurance Company, Equitrust Marketing Services, LLC, and Wealth Protection Partners, Inc.

Firm Information

Yvette Spillman 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Yvette Spillman’s Registration & Firm History

CA

05/23/2024 - Present

Gradient Advisors, LLC (Temecula CA)

MA

01/29/2003 - 07/19/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/29/2003 - 07/19/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

IA

04/16/2002 - 11/18/2002

EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)

MA

01/17/2001 - 04/11/2002

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/17/2001 - 04/11/2002

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

Not sure if Yvette Spillman is right for you?

Licenses & Designations

IA

Issued 05/21/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Yvette Spillman.
Not sure if Yvette Spillman is right for you?