Nicholas
Stovall

Gradient Advisors, LLC

CRD#5581487
Investment Advisor
in Saint Paul, MN

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About this Advisor

Nicholas Stovall is a personal financial specialist based in Saint Paul, Minnesota who has 10 years of relevant experience. Stovall is an advisor for Gradient Advisors, LLC. Throughout their career, Stovall has worked at Gradient Insurance Brokerage, Gradient Securities, LLC, Gradient Advisors, LLC, Brodkorb, Stovall & Associates, Inc, West America Securities Corp and Stovall & Associates. Stovall holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Minnesota and Texas. Gradient Advisors, LLC is a financial advisory company headquartered in Saint Paul, MN. The firm has offices in 129 locations and a total of 142 people on staff. It has $177 million in total assets between its 1,434 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,434 customer accounts, just 2% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a number of services, including 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 vary depending on the financial services provided. Fee types billed by Gradient Advisors, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Personal Financial Specialist

Years Registered*

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4105 Lexington Avenue N. Suite 225
Saint Paul, MN 55126

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Gradient Advisors, LLC Brokerage Details

Total Assets Under Management

$177,102,125

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

142

MN Average: 157
Total Number of Accounts

1,434

MN Average: 8,262
Average Account Size

$123,502

MN Average: $640,173

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

Nicholas Stovall Work History

Nicholas has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Stovall & Associates

2010 - Present (14 years)

Gradient Advisors, LLC

2009 - Present (15 years)

Gradient Insurance Brokerage

2009 - Present (15 years)

Gradient Securities, LLC

2013 - 2013 (< 1 year)

West America Securities Corp

2012 - 2013 (1 year)

Brodkorb, Stovall & Associates, Inc

*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 Nicholas Stovall 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

Robert Cox
Duluth, GA
Heather Herring
Kansas City, MO
Danielle Byrne
Chesapeake, VA
Daniel Koch
Cedar Rapids, IA
Ebba Tilahune
Saint Paul, MN
Michael Fritts
Knoxville, TN
Brian Wolfe
Saint Paul, MN
Kevin Klute
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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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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