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 based in Gilbert, Arizona, working with Gradient Advisors, LLC. Nadine has previously held positions at Bankers Life & Casualty, Nadine Kaakouche LLC, Manny's Cocktail, Experimac/Bwk Management, Bankers Life Securities, and Gradient Advisors LLC. Nadine has passed the Series 65 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Nadine is part of Gradient Advisors, LLC, which operates out of Gilbert, Arizona. The firm has 129 offices and 157 employees. The firm manages assets totaling $207.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Gradient Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

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

$207,096,853

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

157

AZ Average: 157
Total Number of Accounts

2,706

AZ Average: 8,262
Average Account Size

$76,532

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

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

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

Adam Estall
Saint Paul, MN
Scott Ballinger
Lincoln, NE
Nicholas Thornhill
Wilmington, NC
Timothy Kaley
Saint Paul, MN
Brian Smith
Orlando, FL
Scott Schloegel
Saint Paul, MN
Stephen Walton
Mechanicsville, VA
Matthew Engstrom
Saint Paul, MN

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