DFX Intelligence
Advisors
Advisors registered through Gradient Wealth Management
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Roger P Tennyson Certified Financial Planner · dual registrant | Gradient Wealth Management BD affiliated | Arden Hills, Mn | Feb 26, 2015 | 21 y | 3 | 13 |
| Lindsay L Tran dual registrant | Gradient Wealth Management BD affiliated | Lansing, Mi | Feb 26, 2021 | 12 y | 0 | 1 |
| Richard-Minh Q Tran | Gradient Wealth Management BD affiliated | Lansing, Mi | Aug 21, 2026 | 10 y | 0 | 1 |
| J•••• A•••••• T•••••• dual registrant | G••••••• W••••• M••••••••• BD affiliated | Arden Hills, Mn | Apr 15, 2019 | 24 y | 3 | 6 |
| T•••• B••••• T••• dual registrant | G••••••• W••••• M••••••••• BD affiliated | New Port Richey, Fl | Jan 5, 2017 | 19 y | 1 | 5 |
| B•••••• L•• U•••• Certified Financial Planner · dual registrant | G••••••• W••••• M••••••••• BD affiliated | Arden Hills, Mn | Aug 5, 2024 | 11 y | 2 | 18 |
| R•••••• A• U•• dual registrant | G••••••• W••••• M••••••••• BD affiliated | San Antonio, Tx | Nov 20, 2019 | 13 y | 1 | 2 |
| P••• C••••••••• V••••• dual registrant | G••••••• W••••• M••••••••• BD affiliated | Arden Hills, Mn | Jan 14, 2021 | 24 y | 1 | 1 |
| G•••••• A•••• W•••• dual registrant | G••••••• W••••• M••••••••• BD affiliated | Clemson, Sc | Dec 16, 2025 | 26 y | 2 | 8 |
| J••• G•••••• W••••••• dual registrant | G••••••• W••••• M••••••••• BD affiliated | Minneapolis, Mn | Jul 20, 2023 | 11 y | 1 | 1 |
| J•••• L••••••• W••• dual registrant | G••••••• W••••• M••••••••• BD affiliated | Lansing, Mi | Mar 2, 2015 | 32 y | 2 | 4 |
| A••• W••• dual registrant | G••••••• W••••• M••••••••• BD affiliated | Arden Hills, Mn | Jan 26, 2018 | 31 y | 0 | 5 |
| G••••• N••••••• Y••••••• dual registrant | G••••••• W••••• M••••••••• BD affiliated | Arden Hills, Mn | Feb 2, 2015 | 24 y | 5 | 2 |
| B••••••• J••••• Z••••••• Chartered Financial Consultant · dual registrant | G••••••• W••••• M••••••••• BD affiliated | Arden Hills, Mn | Apr 6, 2015 | 21 y | 2 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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64 advisors match.