Bryon Deiss
Bryon Deiss is a registered investment advisor at Gradient Wealth Management, based in Woodbury, MN, with 31 years of industry experience. Bryon 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
Woodbury, MN
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bryon is an independent associate with LegalShield, helping individuals become members, and also works as a Senior Financial Case Design Specialist with Case Design, dedicating full-time hours. Bryon is also an insurance agent and a musician/vocalist, spending a few hours per week on each activity.
Employment History
Current Registrations
Gradient Securities, LLCBroker
Gradient Wealth Management
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Securian Financial Services, INC.Broker
Pacific Select Distributors, INC.Broker
Ameriprise Financial Services, INC.Broker
Woodbury Financial Services, INC.Broker
Waddell & Reed, INC.Broker
Woodbury Financial Services, INC.Broker
State Registrations1 state
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
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