Scott
Ballinger

Gradient Advisors, LLC

CRD#7777360
Investment Advisor
in Lincoln, NE

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About this Advisor

Scott Ballinger is a financial advisor based in Lincoln, Nebraska, working with Gradient Advisors, LLC. Scott has previously held positions at American Senior Benefits, Nebraska Wesleyan University, and Gradient Advisors LLC. Scott has passed the Series 65 regulatory exam and is registered to provide services in Nebraska. Currently, Scott is part of Gradient Advisors, LLC, which operates out of Lincoln, Nebraska. 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

Series 65

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

6120 Havelock Ave Ne
Lincoln, NE 68507

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Gradient Advisors, LLC Brokerage Details

Total Assets Under Management

$207,096,853

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

157

NE Average: 157
Total Number of Accounts

2,706

NE Average: 8,262
Average Account Size

$76,532

NE 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

Scott Ballinger Work History

2023 - Present (1 year)

Gradient Advisors LLC

2019 - Present (5 years)

American Senior Benefits

2014 - 2019 (5 years)

Nebraska Wesleyan University

Disclosures

Please visit the SEC profile of Scott Ballinger 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

Danielle Byrne
Saint Paul, MN
Scott Ballinger
Lincoln, NE
Brian Smith
Orlando, FL
Shane Segner
Wayzata, MN
Timothy Kaley
Saint Paul, MN
Adam Estall
Saint Paul, MN
Matthew Engstrom
Saint Paul, MN
Christian Osborn
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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