Matthew Gabe Jorgensen
Investment adviser representative at Gradient Wealth Management
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$607.9MFirm assets
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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
16 years in the industry.
- Gradient Securities, LLCJul 2025 to now
- Gradient Financial Group - Case CentralMay 2025 to now
- Valtinson Bruner Financial Planning LLCAug 2024 to Mar 2025
- Ameriprise Financial Services, LLC dba Tiras Wealth ManagementMar 2023 to Jun 2024
- Ameriprise Financial Services, LLC dba Beyond Wealth AdvisorsFeb 2022 to Jan 2023
- UnemployedDec 2021 to Feb 2022
- Ameriprise Financial Services, LLC dba Generations Planning PartJul 2020 to Dec 2021
- UnemployedApr 2020 to Jul 2020
- Ameriprise Financial Services, LLC dba Medin & AssociatesNov 2019 to Mar 2020
- Ameriprise Financial Services, Inc.Jul 2010 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
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
- 4681653
- Firm CRD
- 127701