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Paul Christopher Vessel

Investment adviser representative at Gradient Wealth Management
24 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

24 years in the industry.

  1. Gradient Securities, LLCNov 2020 to now
  2. UnemployedMay 2019 to Nov 2020
  3. Questar Asset ManagementNov 2017 to May 2019
  4. Questar Capital CorporationJul 2015 to Mar 2019
  5. Allianz Life Insurance CompanyFeb 2002 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2017

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
5303123
Firm CRD
127701
Advisor's SEC record (opens in a new tab)
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