Kenneth
Thomas
Gradient Advisors, LLC
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About this Advisor
Kenneth Thomas is a financial advisor who works in Goodlettsville, Tennessee who has 1 year of industry experience. Thomas is currently employed by Gradient Advisors, LLC. Throughout their career, Thomas has worked at Gradient Advisors LLC, Charter Financial Group, American Senior Benefits and Lincoln Heritage. Thomas maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Tennessee. Gradient Advisors, LLC is a company headquartered in Saint Paul, MN. It has offices in 129 locations and a total of 142 employees. It manages $177 million in assets among its 1,434 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,434 client accounts, just 2% are held by high-net-worth investors who have more than $1 million in investable assets. Gradient Advisors, LLC has a number 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 largely vary depending on which service is offered. Fees charged by Gradient Advisors, LLC most likely consist of any combination 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
Kenneth Thomas Work History
Kenneth has been registered as a financial advisor for 1 years.*
Gradient Advisors LLC
Charter Financial Group
American Senior Benefits
Lincoln Heritage
*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 Kenneth Thomas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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