Charles
Lucius
Gradient Investments, LLC
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About this Advisor
Charles Lucius is a chartered financial consultant operating in Saint Paul, Minnesota who has 10 years of industry experience. Lucius is an employee of Gradient Investments, LLC. Over the course of their career, they have held roles at Gradient Investments, LLC, Gradient Insurance Brokerage, Inc, Ria Registrar, LLC, Registered Independent Advisors, Bz, Inc, Gradient Financial Group, LLC, Gradient Advisors, LLC, Gradient Wealth Management, LLC, Luson Capital, LLC, Konnexme, LLC, J Street, L.L.C, A Street L.L.C, Gradient Financial Direct, LLC, Gradient Assurance, LLC, Integrated Risk Strategies, LLC, Case Central, LLC, Nextek, LLC, Innovest Holding, LLC, Lifelens Technologies, Inc, Core Income Advisors, Core Life Brokerage, LLC and Cryosa, LLC. Lucius holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Minnesota. Gradient Investments, LLC is an advisory company headquartered in Saint Paul, MN. It administers $4 billion in assets under management across its 50,943 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 50,943 client accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees billed by Gradient Investments, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gradient Investments, LLC Brokerage Details
$4,017,970,656
38
50,943
$78,872
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Charles Lucius Work History
Charles has been registered as a financial advisor for 10 years.*
Innovest Holding, LLC
Lifelens Technologies, Inc
Cryosa, LLC
Core Income Advisors
Core Life Brokerage, LLC
Gradient Assurance , LLC
Integrated Risk Strategies, LLC
Case Central, LLC
Luson Capital, LLC
Nextek, LLC
Konnexme, LLC
Gradient Financial Group, LLC
Gradient Advisors, LLC
Gradient Investments, LLC
Ria Registrar, LLC
Registered Independent Advisors
Gradient Insurance Brokerage, Inc
A Street L.L.C
Gradient Financial Direct, LLC
Gradient Wealth Management, LLC
Bz, Inc
J Street, L.L.C
*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 Charles Lucius 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 Investments, LLC
Saint Paul, MN
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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.
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