David
Tauzin
Gradient Advisors, LLC
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About this Advisor
David Tauzin is a financial advisor who works out of Saint Paul, Minnesota who has 4 years of relevant experience. Tauzin currently works for Gradient Advisors, LLC. Their career trajectory has included roles at Gradient Advisors LLC, Tauzin Retirement Solutions, Change Path LLC and Tauzin Wealth Management LLC. Tauzin holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Louisiana. 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 has $177 million in total assets between its 1,434 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,434 customer accounts, just 2% are held by high-net-worth clients who have more than $1 million in investable assets. Gradient Advisors, LLC performs a broad set 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. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Gradient Advisors, LLC most likely are comprised of some combination 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
David Tauzin Work History
David has been registered as a financial advisor for 4 years.*
Gradient Advisors LLC
Tauzin Wealth Management LLC
Change Path LLC
Tauzin Retirement Solutions
*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 David Tauzin 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
Saint Paul, MN
Duluth, GA
Saint Paul, MN
Knoxville, TN
Chesapeake, VA
Cedar Rapids, IA
Kansas City, MO
Saint Paul, MN
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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