Michel
Dingeldein

Gradient Advisors, LLC

CRD#7630031
Investment Advisor
in New Albany, IN

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About this Advisor

Michel Dingeldein is a financial advisor based in New Albany, Indiana, working with Gradient Advisors, LLC. Michel has previously held positions at Ct5 Logistics, J.P. Morgan Chase, Gradient Advisors LLC, and Senior Solutions. Michel has passed the Series 65 regulatory exam and is registered to provide services in Indiana and Kentucky. Currently, Michel is part of Gradient Advisors, LLC, which operates out of New Albany, Indiana. 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

204 Pearl Street Suite 301B
New Albany, IN 47150

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Gradient Advisors, LLC Brokerage Details

Total Assets Under Management

$207,096,853

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

157

IN Average: 157
Total Number of Accounts

2,706

IN Average: 8,262
Average Account Size

$76,532

IN 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

Michel Dingeldein Work History

2022 - Present (2 years)

Gradient Advisors LLC

2021 - Present (3 years)

Senior Solutions

2019 - 2021 (2 years)

Ct5 Logistics

1990 - 2016 (26 years)

J.P.Morgan Chase

Disclosures

Please visit the SEC profile of Michel Dingeldein 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

Adam Estall
Saint Paul, MN
Scott Schloegel
Saint Paul, MN
John Dement
Marietta, GA
Shane Segner
Wayzata, MN
Nicholas Thornhill
Wilmington, NC
Christian Osborn
Saint Paul, MN
Matthew Engstrom
Saint Paul, MN
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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