Roger
Tennyson
Gradient Securities, LLC
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About this Advisor
Roger Tennyson is a financial advisor based in Saint Paul, Minnesota, working with Gradient Securities, LLC. Roger has previously held positions at Wealth Strategies Group, Wsg Advisors, LLC, Gradient Securities, LLC, Gradient Advisors, LLC, Martin Financial Services, LLC, Gradient Securities Dba Gradient Wealth Management, Dba Tennyson Wealth Management & Insurance Solutions, Dba Tennyson Insurance Solutions, and Dba Tennyson Wealth Management. Roger has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Arkansas, California, Florida, Indiana, Missouri, New York, Ohio, Oregon, South Carolina, Virginia, Washington, and Wisconsin. Currently, Roger is part of Gradient Securities, LLC, which operates out of Saint Paul, Minnesota. The firm has 38 offices and 62 employees. The firm manages assets totaling $475.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Gradient Securities, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gradient Securities, LLC Brokerage Details
$475,170,843
62
6,625
$71,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Roger Tennyson Work History
Dba Tennyson Insurance Solutions
Dba Tennyson Wealth Management
Gradient Securities Dba Gradient Wealth Management
Gradient Securities, LLC
Martin Financial Services, LLC
Dba Tennyson Wealth Management & Insurance Solutions
Wealth Strategies Group
Wsg Advisors, LLC
Gradient Advisors, LLC
Disclosures
Please visit the SEC profile of Roger Tennyson 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 Wealth Management
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Bonita Springs, FL
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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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