Katie Michelle Grage
Investment adviser representative at Gradient Wealth Management
10 yearsExperience
1 stateRegistered in
$607.9MFirm assets
11 yearsFirm in business
Are you Katie Michelle Grage? Claim your profile
Contact this firm
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
10 years in the industry.
- Gradient Securities, LLCApr 2025 to now
- Ria RegistrarJan 2020 to now
- Gradient Advisors. LLCApr 2020 to Aug 2025
- UnemployedSep 2019 to Jan 2020
- Ingrated Building SolutionMay 2019 to Sep 2019
- Pucci Pet GroomingSep 2018 to Apr 2019
- UnemployedJun 2018 to Sep 2018
- Gradient Advisors, LLCDec 2016 to May 2018
- UnemployedAug 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2025
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
- 4755375
- Firm CRD
- 127701