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DM

David Ross Mccaghren

Gradient Wealth Management
39 Years of Experience
BrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management
Gradient Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
3,268 clients
Average Client Portfolio
$181K average
Assets Under Management
$591.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

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

David is a general partner at Mills, McCaghren & Associates, where he sells insurance. He also participates in the Kiwanis Club and leases pasture land to a rancher.

Employment History
Current Registrations
Gradient Wealth Management
August 2017 - Present · 8 yrs 6 mos
Gradient Securities, LLCBroker
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Sagepoint Financial, INC.
October 2005 - August 2017 · 11 yrs 10 mos
Sagepoint Financial, INC.Broker
October 2005 - August 2017 · 11 yrs 10 mos
Sunamerica Securities, INC.
December 2004 - October 2005 · 10 mos
Financial Education Associates, INC.
June 1998 - December 2004 · 6 yrs 6 mos
Sunamerica Securities, INC.Broker
August 1994 - October 2005 · 11 yrs 2 mos
Mimlic Sales CorporationBroker
December 1993 - August 1994 · 8 mos
Protective Equity Services, INC.Broker
January 1992 - December 1993 · 1 yr 11 mos
Princor Financial Services CorporationBroker
April 1989 - February 1992 · 2 yrs 10 mos
Advantage Capital CorporationBroker
January 1989 - May 1989 · 4 mos
Eppler, Guerin & Turner, INC.Broker
March 1986 - January 1989 · 2 yrs 10 mos
State Registrations8 states
ARFLGAINMONCNETX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.