Steven
Eckroth
Gradient Advisors, LLC
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About this Advisor
Steven Eckroth is a financial advisor based out of Newtown Square, Pennsylvania with 2 years of relevant experience. Eckroth is an advisor for Gradient Advisors, LLC. Over the course of their career, they have held roles at Wachovia Bank, N.A, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Thrivent Financial, Gradient Advisors LLC, Eckroth Family Partnership, LLC, Honey Badger Homes, LLC, Micozzi Realtors, Whispering Brooke Capital, LLC and Thrivent Investment Management Inc. Eckroth holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Gradient Advisors, LLC is a financial advisory firm based in Saint Paul, MN. The firm has offices in 129 locations and a total of 142 employees. It handles $177 million in total assets among its 1,434 client accounts, making it one of 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 clients who have more than $1 million in investable assets. The company performs a wide array 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. Financial advisory fees typically depend on the type of services offered. However, fee types billed by Gradient Advisors, LLC may include some blend of 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
Steven Eckroth Work History
Steven has been registered as a financial advisor for 2 years.*
Gradient Advisors LLC
Micozzi Realtors
Eckroth Family Partnership, LLC
Honey Badger Homes, LLC
Whispering Brooke Capital, LLC
Thrivent Financial
Thrivent Financial
Thrivent Investment Management Inc
Wells Fargo Clearing Services, LLC
Wachovia Bank, N.A
Wells Fargo Advisors LLC
*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 Steven Eckroth 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
Duluth, GA
Knoxville, TN
Chesapeake, VA
Cedar Rapids, IA
Saint Paul, MN
Kansas City, MO
Saint Paul, MN
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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