Ronald Walter Bird
Investment adviser representative at Gradient Advisors, LLC
19 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
19 years in the industry.
- Gradient Advisors, LLCFeb 2023 to now
- Financial Concepts Retirement Planning, LLCJan 2019 to now
- Ron Bird PortraitsJan 2017 to Jan 2019
- Financial Concepts Retirement Planning, LLCJan 2007 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 7694684
- Firm CRD
- 152665