Kimberly
Johnson

Gradient Investments, LLC

CRD#7562128
Investment Advisor
in Saint Paul, MN

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About this Advisor

Kimberly Johnson is a financial advisor based in Saint Paul, Minnesota, working with Gradient Investments, LLC. Kimberly has previously held positions at Gradient Advisors LLC, Ria Registrar, LLC, Case Central LLC, Ria Registrar, Morrie's Buffalo Ford, Jm Cremp's, Sun Country Airlines, Tylohelo, City Life Center, Stay At Home Parent, and Gradient Investments, LLC. Kimberly has passed the Series 65 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Kimberly is part of Gradient Investments, LLC, which operates out of Saint Paul, Minnesota. The firm has 39 employees and manages assets totaling $5.3 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Gradient Investments, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4105 Lexington Avenue North Suite 250
Saint Paul, MN 55126

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Gradient Investments, LLC Brokerage Details

Total Assets Under Management

$5,268,163,746

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

39

MN Average: 157
Total Number of Accounts

56,752

MN Average: 8,262
Average Account Size

$92,828

MN Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Kimberly Johnson Work History

2023 - Present (1 year)

Gradient Investments, LLC

2019 - Present (5 years)

Ria Registrar, LLC

2021 - 2023 (2 years)

Gradient Advisors LLC

2019 - 2019 (< 1 year)

Case Central LLC

2018 - 2019 (1 year)

Ria Registrar

2017 - 2018 (1 year)

Morrie'S Buffalo Ford

2016 - 2017 (1 year)

Jm Cremp'S

2016 - 2016 (< 1 year)

Stay At Home Parent

2015 - 2016 (1 year)

Sun Country Airlines

2015 - 2015 (< 1 year)

Tylohelo

2015 - 2015 (< 1 year)

City Life Center

2014 - 2015 (1 year)

Morrie'S Buffalo Ford

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kimberly Johnson 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

Matthew Anderson
Saint Paul, MN
Kimberly Johnson
Saint Paul, MN
Benjamin Sand
Saint Paul, MN
Robert Punch
Saint Paul, MN
Michael Binger
Saint Paul, MN
Douglas Amis
Durham, NC
Jeremy Bryan
Saint Paul, MN
Jonathan Vanorden
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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