Steven
Greig
Gradient Advisors, LLC
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About this Advisor
Steven Greig is a financial advisor based in West Des Moines, Iowa, working with Gradient Advisors, LLC. Steven has previously held positions at Primesource Mortgage, Fortress Wealth Management, Brookstone Wealth Advisors, City State Bank, Mortgageright, Simplicity Wealth, The Insurance Strategies, The Retirement Strategies, Creativeone Wealth, LLC, and Gradient Advisors, LLC. Steven has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Steven is part of Gradient Advisors, LLC, which operates out of West Des Moines, Iowa. The firm has 153 offices and 169 employees. The firm manages assets totaling $218.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, 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
Services Offered
Fee Structure
Office Location
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Gradient Advisors, LLC Brokerage Details
$218,611,410
169
3,222
$67,850
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Steven Greig Work History
Gradient Advisors, LLC
The Retirement Strategies
Simplicity Wealth
Creativeone Wealth, LLC
Brookstone Wealth Advisors
The Insurance Strategies
Mortgageright
City State Bank
Primesource Mortgage
Fortress Wealth Management
Disclosures
Please visit the SEC profile of Steven Greig 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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