Laurence
Bowers

Gradient Advisors, LLC

CRD#4589796
Investment Advisor
in Fort Collins, CO

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About this Advisor

Laurence Bowers is a financial advisor who works out of Fort Collins, Colorado with 10 years of industry experience. Bowers is on the advisory team at Gradient Advisors, LLC. Throughout their career, Bowers has worked at Legacy Financial Services Inc, Senior Tax Advisory Group and Gradient Advisors, LLC. Bowers holds a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Colorado. Gradient Advisors, LLC is an advisory company that has its headquarters in Saint Paul, MN. It has offices in 129 locations and a total of 142 employees. It administers $177 million in assets across its 1,434 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,434 client accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Gradient Advisors, LLC provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically are based on the type of financial services. However, fee types charged by Gradient Advisors, LLC can include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

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

2627 Redwing Road Suite 320
Fort Collins, CO 80526

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Gradient Advisors, LLC Brokerage Details

Total Assets Under Management

$177,102,125

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

142

CO Average: 157
Total Number of Accounts

1,434

CO Average: 8,262
Average Account Size

$123,502

CO 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

Laurence Bowers Work History

Laurence has been registered as a financial advisor for 10 years.*

2012 - Present (12 years)

Gradient Advisors, LLC

2003 - Present (21 years)

Senior Tax Advisory Group

2002 - Present (22 years)

Legacy Financial Services Inc

*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 Laurence Bowers 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

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

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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