Morgan Paige Smick
Investment adviser representative at Gradient Wealth Management
14 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
14 years in the industry.
- Gradient Securities, LLCJun 2023 to now
- Bremer BankJun 2022 to Aug 2022
- Bethel UniversityFeb 2020 to May 2023
- Fareway Meat & GroceryMay 2017 to May 2023
- Fairmont Area SchoolsAug 2012 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7790983
- Firm CRD
- 127701