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ChFC
TK
ChFC

Todd Knutsen

Gradient Wealth Management
42 Years of Experience
Arden Hills, MN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Todd Knutsen is a ChFC-designated registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 42 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 3 more. Their firm serves 4,553 clients with $610M in assets under management.

Gradient Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
4,553 clients
Average Client Portfolio
$134K average
Assets Under Management
$607.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is up to 2.00% of assets under management. Fees are negotiable and may vary based on the money manager selected and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

4105 Lexington Avenue, Suite 380, Arden Hills, MN, 55126

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Todd owns Knutsen Financial Group, offering insurance sales and securities/advisory services, dedicating about a quarter of his time. He also owns Knutsen Financial Group, PLLC for accounting purposes, spending minimal time on it.

Employment History
Current Registrations
Gradient Wealth Management
March 2015 - Present · 11 yrs 7 mos
Gradient Securities, LLCBroker
August 2013 - Present · 13 yrs 2 mos
Previous Registrations
Gradient Advisors, LLC
December 2013 - March 2015 · 1 yr 3 mos
Ing Financial Partners, INC.Broker
March 2009 - August 2013 · 4 yrs 5 mos
Securian Financial Services, INC.Broker
June 1991 - March 2009 · 17 yrs 9 mos
Cri Securities, LLCBroker
September 1988 - March 2009 · 20 yrs 6 mos
Consolidated Resources, INC.Broker
November 1983 - September 1988 · 4 yrs 10 mos
State Registrations10 states
ARAZCOFLKSMNMOPATXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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