Nadine
Kaakouche

Gradient Advisors, LLC

CRD#7289309
Investment Advisor
in Gilbert, AZ

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About this Advisor

Nadine Kaakouche is a financial advisor working out of Gilbert, Arizona with a total of 1 year of relevant experience. Kaakouche currently works for Gradient Advisors, LLC. Throughout their career, they have worked at Bankers Life & Casualty, Nadine Kaakouche LLC, Manny'S Cocktail, Experimac/ Bwk Management, Bankers Life Securities and Gradient Advisors LLC. Kaakouche holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Arizona, Illinois and Texas. Gradient Advisors, LLC is an advisory company operating out of Saint Paul, MN. The firm has offices in 129 locations and a total of 142 advisors. It handles $177 million in total assets across its 1,434 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,434 accounts, just 2% belong to high-net-worth investors who have greater than $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely depend on which services the firm provides the client. However, fee types billed by Gradient Advisors, LLC can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1090 S Gilbert Rd Unit 213
Gilbert, AZ 85296

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Gradient Advisors, LLC Brokerage Details

Total Assets Under Management

$177,102,125

AZ Average: $5,289,111,388
Total Number of Employees

142

AZ Average: 157
Total Number of Accounts

1,434

AZ Average: 8,262
Average Account Size

$123,502

AZ Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Nadine Kaakouche Work History

Nadine has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Gradient Advisors LLC

2007 - Present (17 years)

Nadine Kaakouche LLC

2020 - 2021 (1 year)

Bankers Life Securities

2019 - 2021 (2 years)

Bankers Life & Casualty

2015 - 2019 (4 years)

Experimac/ Bwk Management

2012 - 2015 (3 years)

Manny'S Cocktail

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nadine Kaakouche to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gradient Advisors, LLC

Robert Cox
Duluth, GA
Ebba Tilahune
Saint Paul, MN
Heather Herring
Kansas City, MO
Danielle Byrne
Chesapeake, VA
Michael Fritts
Knoxville, TN
Daniel Koch
Cedar Rapids, IA
Brian Wolfe
Saint Paul, MN
Brandon Borganelli
Saint Paul, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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