Christina
Walasik
Gradient Advisors, LLC
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About this Advisor
Christina Walasik is a financial advisor who works in Glenview, Illinois with a total of 6 years of relevant experience. Walasik works at Gradient Advisors, LLC. Their career trajectory has included roles at Gradient Advisors, LLC and Goldbloom And Associates. Walasik holds a Series 65 license, designating them as an investment advisor representative, and can operate in Illinois. Gradient Advisors, LLC is a financial advisory firm operating out of Saint Paul, MN. It has offices in 129 locations and a total of 142 advisors. It manages $177 million in total assets between its 1,434 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,434 accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm performs 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 fee schedules typically depend on which service is offered. However, fees charged by Gradient Advisors, LLC most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Christina Walasik Work History
Christina has been registered as a financial advisor for 6 years.*
Gradient Advisors, LLC
Goldbloom And Associates
*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 Christina Walasik to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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