J Prasifka
J Prasifka is a registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 20 years of industry experience. J operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
4105 Lexington Avenue, Suite 380, Arden Hills, MN, 55126
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Regulatory History (2)
Regulatory
April 2023Criminal
May 2019Other Business ActivitiesSells Insurance
J. is an insurance agent for American Senior Benefits and Senior Insurance Brokers, LLC, focusing on Medicare, health, and life insurance sales, dedicating nearly full-time hours to these roles. J. also owns mineral rights related to Chesapeake Energy and is the President Elect of Fort Worth Texas Exes alumni association, dedicating minimal time to these activities.
Employment History
Current Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Previous Registrations
Rhodes Securities, INC.Broker
Princor Financial Services CorporationBroker
One Orchard Equities, INC.Broker
The Great-West Life Assurance CompanyBroker
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.