Steven Ronald Eckroth
Investment adviser representative at Gradient Advisors, LLC
17 yearsExperience
1 stateRegistered in
$289.3MFirm assets
16 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 assetsFixed 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
17 years in the industry.
- Whispering Brook Tax Prep, LLCMar 2026 to now
- Weichert RealtorsDec 2021 to now
- Gradient Advisors LLC.Apr 2021 to now
- Honey Badger Homes, LLCNov 2017 to now
- Micozzi RealtorsAug 2019 to Dec 2021
- Thrivent FinancialMay 2019 to Feb 2021
- Thrivent Investment Management IncApr 2019 to Feb 2021
- Eckroth Family Partnership, LLCNov 2017 to Oct 2024
- Whispering Brooke Capital, LLCOct 2017 to Oct 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2017
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
- Wachovia Bank, N.A.Mar 2009 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (PA).
Gradient Advisors, LLC
$289.3MAssets managed
2,152Clients
185Advisers
16 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
- 3107278
- Firm CRD
- 152665