Bonnie
Clark
Gradient Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Bonnie Clark is a financial advisor operating in Saint Paul, Minnesota with a total of 7 years of industry experience. Clark currently works for Gradient Advisors, LLC. Throughout their career, they have worked at Kratos Financial & Insurance Solutions, Gradient Advisors, LLC, Kratos Wealth Management, Gebhardt Group, Inc and Rock Solid Wealth Designs. Clark has a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Arizona and California. Gradient Advisors, LLC is a firm based out of Saint Paul, MN. It has offices in 129 locations and a total of 142 employees. It controls $177 million in assets across its 1,434 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,434 customer accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers 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. Financial management fees usually vary depending on which service is offered. Fees charged by Gradient Advisors, LLC likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Gradient Advisors, LLC Brokerage Details
$177,102,125
142
1,434
$123,502
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
Bonnie Clark Work History
Bonnie has been registered as a financial advisor for 7 years.*
Gradient Advisors, LLC
Kratos Wealth Management
Kratos Financial & Insurance Solutions
Gebhardt Group, Inc
Rock Solid Wealth Designs
*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 Bonnie Clark 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
Kansas City, MO
Cedar Rapids, IA
Chesapeake, VA
Saint Paul, MN
Saint Paul, MN
Knoxville, TN
Duluth, GA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
