Michele
Miranda
Gradient Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michele Miranda is a financial advisor working in Lake Worth, Florida who has 1 year of industry experience. Miranda currently works for Gradient Advisors, LLC. During their career, the advisor has held roles at Securian Financial Services Inc, Minnesota Life Ins Co, Tax & Financial Group, Pre-Planning Solutions, Inc, M&N Marketing Insurance Services, Inc, Guardian Financial Partners, LLC and Gradient Advisors LLC. Miranda maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in California and Florida. Gradient Advisors, LLC is a registered investment firm headquartered in Saint Paul, MN. The investment advisory business has offices in 129 locations and a total of 142 financial advisors. It oversees $177 million in assets under management between its 1,434 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,434 client accounts, just 2% are held by high-net-worth individuals who have at least $1 million in investable assets. Gradient Advisors, LLC performs a wide set 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. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Gradient Advisors, LLC can consist of 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
Michele Miranda Work History
Michele has been registered as a financial advisor for 1 years.*
Gradient Advisors LLC
M&N Marketing Insurance Services, Inc
Pre-Planning Solutions, Inc
Guardian Financial Partners, LLC
Securian Financial Services Inc
Minnesota Life Ins Co
Tax & Financial Group
Securian 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 Michele Miranda 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
Saint Paul, MN
Saint Paul, MN
Chesapeake, VA
Kansas City, MO
Duluth, GA
Knoxville, TN
Cedar Rapids, IA
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.
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.
