Scott Daniel Schloegel
Investment adviser representative at Gradient Advisors, LLC
10 yearsExperience
6 statesRegistered 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
10 years in the industry.
- My Np FinancialJun 2026 to now
- Gradient Advisors, LLCDec 2023 to now
- Premier Financial Partners, LLCJan 2019 to Jul 2022
- Royal AllianceApr 2018 to Sep 2023
- Creative PlanningSep 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 6 states (CA, CO, KS, MO, NC, TX).
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
- 5282057
- Firm CRD
- 152665