Christian Aaron Stake
Investment adviser representative at Gradient Advisors, LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Gradient Advisors, LLCNov 2025 to now
- Eagle Bridge CompanyJun 2025 to now
- Baynes Investment Counsel LLCJan 2023 to Oct 2025
- Transamerica Financial Advisors, IncMay 2022 to Jul 2022
- Barrett PavingMay 2021 to Jan 2025
- Barrett Paving MaterialsMay 2021 to Jan 2025
- New York LifeDec 2020 to Mar 2021
- New York Life Insurance CoOct 2020 to Mar 2021
- Nylife Securities LLCOct 2020 to Mar 2021
- John R. JurgensenApr 2020 to Nov 2020
- Jurgensen CompaniesApr 2020 to Oct 2020
- State FarmApr 2020 to Jul 2020
- Eagle BridgeJul 2019 to Apr 2020
- Raymond James FinancialApr 2019 to Jul 2019
- Eagle BridgeMar 2012 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7043713
- Firm CRD
- 152665