Laura
Kokesh
Gradient Advisors, LLC
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About this Advisor
Laura Kokesh is a financial advisor based in Saint Paul, Minnesota, working with Gradient Advisors, LLC. Laura has previously held positions at Kokesh Financial Strategies, Inc and Gradient Advisors, LLC. Laura has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Laura is part of Gradient Advisors, LLC, which operates out of Saint Paul, Minnesota. 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
Services Offered
Fee Structure
Office Location
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Gradient Advisors, LLC Brokerage Details
$207,096,853
157
2,706
$76,532
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
Laura Kokesh Work History
Gradient Advisors, LLC
Kokesh Financial Stategies, Inc
Disclosures
Please visit the SEC profile of Laura Kokesh 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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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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