Christina
Walasik

Gradient Advisors, LLC

CRD#6792268
Investment Advisor
in Glenview, IL

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About this Advisor

Christina Walasik is a financial advisor based in Glenview, Illinois, working with Gradient Advisors, LLC. Christina has previously held positions at Gradient Advisors, LLC and Goldbloom And Associates. Christina has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Christina is part of Gradient Advisors, LLC, which operates out of Glenview, Illinois. 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

1701 E. Lake Avenue Suite 235
Glenview, IL 60025

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Gradient Advisors, LLC Brokerage Details

Total Assets Under Management

$207,096,853

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

157

IL Average: 157
Total Number of Accounts

2,706

IL Average: 8,262
Average Account Size

$76,532

IL 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

Christina Walasik Work History

2017 - Present (7 years)

Gradient Advisors, LLC

2004 - 2016 (12 years)

Goldbloom And Associates

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.

Financial Advisors at Gradient Advisors, LLC

Stephen Walton
Mechanicsville, VA
Shane Segner
Wayzata, MN
Matthew Engstrom
Saint Paul, MN
Jesse Wilson
Saint Paul, MN
John Dement
Marietta, GA
Scott Ballinger
Lincoln, NE
Brian Smith
Orlando, FL
Danielle Byrne
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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