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Tyler Patrick Ellegard

Investment adviser representative at Gradient Investments, LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$8.8BFirm 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Gradient Investments, LLCJan 2026 to now
  2. Gradient Advisors, LLCOct 2025 to now
  3. Gradient Investments, LLCOct 2018 to Oct 2025
  4. U.S. Bancorp Investments, Inc.Aug 2016 to Oct 2018
  5. Crossfit SisuMay 2014 to Jan 2020

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

Gradient Investments, LLC

$8.8BAssets managed
26,806Clients
16Advisers
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
6694239
Firm CRD
141726
Advisor's SEC record (opens in a new tab)
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