Patrick Lee Kulzer
Investment adviser representative at Gradient Wealth Management
27 yearsExperience
1 stateRegistered in
$607.9MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Gradient Securities, LLCMar 2025 to now
- UnemployedApr 2024 to Feb 2025
- Cetera Advisor Networks LLCAug 2023 to Apr 2024
- Cetera Investment Advisers LLCAug 2023 to Apr 2024
- Cri SecuritiesOct 1999 to Aug 2023
- Minnesota Life Insurance CompanyAug 1999 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (MN).
Gradient Wealth Management
Legal name: Gradient Securities, LLC
$607.9MAssets managed
4,553Clients
63Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2933568
- Firm CRD
- 127701