DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Katie Michelle Grage

Gradient Wealth ManagementBD affiliatedArden Hills, MnIA-onlyIAPD 4755375

Feed of 09/14/2026

Also filed as Katie Michelle Haider

At current firm

1 y

since Aug 26, 2025

In the industry

18 y

since Sep 21, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Gradient Wealth Management BD affiliated current
since Aug 26, 2025 · Arden Hills, Mn
Gradient Advisors, LLC independent RIA
Apr 7, 2020 to Aug 25, 2025 · Arden Hills, Mn
Gradient Advisors, LLC independent RIA
Mar 15, 2017 to Jun 4, 2018 · Arden Hills, Mn
Thrivent Investment Management Inc. BD affiliated
Dec 16, 2014 to Jul 21, 2016 · Minneapolis, Mn
Cetera Investment Advisers LLC BD affiliated
Jan 21, 2014 to Dec 11, 2014 · Schaumburg, Il
Cetera Advisor Networks LLC former
Nov 21, 2013 to Dec 11, 2014 · El Segundo, Ca
Cetera Advisors LLC former
May 28, 2013 to Dec 11, 2014 · Greenwood Village, Co
Cetera Investment Services LLC former
Jun 29, 2010 to Jan 21, 2014 · St Cloud, Mn

Moves

a registration end followed by a registration begin elsewhere

Gradient Advisors, LLC to Gradient Wealth Management
left Aug 25, 2025, registered Aug 26, 2025 (1 days) · RIA to affiliated broker-dealer or bank
Thrivent Investment Management Inc. to Gradient Advisors, LLC
left Jul 21, 2016, registered Mar 15, 2017 (237 days) · Other
Cetera Advisors LLC to Cetera Advisor Networks LLC
left Dec 11, 2014, registered Nov 21, 2013 (-385 days) · channel change inside one enterprise, not a move
Cetera Investment Advisers LLC to Thrivent Investment Management Inc.
left Dec 11, 2014, registered Dec 16, 2014 (5 days) · Other
Cetera Advisor Networks LLC to Cetera Investment Advisers LLC
left Dec 11, 2014, registered Jan 21, 2014 (-324 days) · Other
Cetera Investment Services LLC to Cetera Advisors LLC
left Jan 21, 2014, registered May 28, 2013 (-238 days) · channel change inside one enterprise, not a move

Signals

Katie Michelle Grage left Gradient Advisors, Llc for Gradient Wealth Management (registered 2025-08-26)
Aug 25, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address