Sandra
Minardi
Gradient Advisors, LLC
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About this Advisor
Sandra Minardi is a financial advisor working in Grove, Oklahoma who has 2 years of relevant experience. Minardi currently works for Gradient Advisors, LLC. During their career, the advisor has held roles at Gradient Advisors LLC, Sandman Financial Inc, John 3:16 Mission, Many Faces Of Love, Scelta Windows and Congressman Jim Bridenstine, Us House Of Representatives. Minardi has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Oklahoma. Gradient Advisors, LLC is an advisory firm headquartered in Saint Paul, MN. The firm has offices in 129 locations and a total of 142 financial advisors. It controls $177 million in total assets among its 1,434 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,434 customer accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company has a diverse range of services, such as 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 depend on the type of services. Fee types charged by Gradient Advisors, LLC most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gradient Advisors, LLC Brokerage Details
$177,102,125
142
1,434
$123,502
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
Sandra Minardi Work History
Sandra has been registered as a financial advisor for 2 years.*
Gradient Advisors LLC
Sandman Financial Inc
John 3:16 Mission
Many Faces Of Love
Scelta Windows
Congressman Jim Bridenstine, Us House Of Representatives
*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 Sandra Minardi 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
Chesapeake, VA
Saint Paul, MN
Cedar Rapids, IA
Kansas City, MO
Saint Paul, MN
Knoxville, TN
Duluth, GA
Sandpoint, ID
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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