DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst12 years in industry

Tyler Patrick Ellegard

Advisor at GRADIENT INVESTMENTS, LLC

ARDEN HILLS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5f945de0-a1ca-51e7-3dcb-12c714a101f3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Mar 16, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GRADIENT INVESTMENTS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S66
First exam: Mar 16, 2017
First registration: Mar 16, 2017
Dual registered: no
IAPD individual key: 6694239

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GRADIENT INVESTMENTS, LLC	Independent wealth	Jan 2, 2026	n/a	yes	ARDEN HILLS, MN	Current employment
GRADIENT ADVISORS, LLC	Independent wealth	Oct 15, 2025	Mar 19, 2026	no	ARDEN HILLS, MN	Previous registration
GRADIENT INVESTMENTS, LLC	Independent wealth	Jan 8, 2019	Oct 6, 2025	no	ARDEN HILLS, MN	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Mar 16, 2017	Oct 11, 2018	no	Plymouth, MN\|Edina, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GRADIENT ADVISORS, LLC	GRADIENT INVESTMENTS, LLC	Mar 19, 2026	Jan 2, 2026	-76	Firm change after gap	RIA to RIA
GRADIENT INVESTMENTS, LLC	GRADIENT ADVISORS, LLC	Oct 6, 2025	Oct 15, 2025	9	Firm change	RIA to RIA
U.S. BANCORP INVESTMENTS, INC.	GRADIENT INVESTMENTS, LLC	Oct 11, 2018	Jan 8, 2019	89	Firm change	Ibd to RIA

Relationships

Registered with (3)

→ GRADIENT INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jan 8, 2019 to Oct 6, 2025factForm ADV
→ GRADIENT ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 15, 2025 to Mar 19, 2026factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Mar 16, 2017 to Oct 11, 2018factForm ADV

Dated events

Occurred
Mar 19, 2026
Advisor changed firm
Tyler Patrick Ellegard left Gradient Advisors, Llc for Gradient Investments, Llc (registered 2026-01-02)
Form ADVobserved 5 days ago
Occurred
Oct 6, 2025
Advisor changed firm
Tyler Patrick Ellegard left Gradient Investments, Llc for Gradient Advisors, Llc (registered 2025-10-15)
Form ADVobserved 5 days ago