Scott
Schloegel
Gradient Advisors, LLC
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About this Advisor
Scott Schloegel is a financial advisor based in Saint Paul, Minnesota, working with Gradient Advisors, LLC. Scott has previously held positions at Invest Financial Corp, Equity Bank, Creative Planning, Royal Alliance, Premier Financial Partners, LLC, and Gradient Advisors, LLC. Scott has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Kansas, Missouri, North Carolina, and Texas. Currently, Scott 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
Scott Schloegel Work History
Gradient Advisors, LLC
Premier Financial Partners, LLC
Royal Alliance
Creative Planning
Invest Financial Corp
Equity Bank
Disclosures
Please visit the SEC profile of Scott Schloegel 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
Wayzata, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Marietta, GA
Wilmington, NC
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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