Josh Millang
Josh Millang is a registered investment advisor at Gradient Wealth Management, based in Clive, IA, with 18 years of industry experience. Josh 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
Clive, IA
Get directionsHistory
Regulatory History (8)
Financial
July 2022Financial
July 2022Financial
July 2022Financial
July 2022Financial
July 2022Financial
June 2022Financial
June 2022Customer Dispute
July 2017Other Business ActivitiesSells Insurance
Josh is involved with Senior Market Elite, an insurance marketing organization (IMO). This non-investment related activity takes about half of his time, including during trading hours.
Employment History
Current Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Previous Registrations
Signal Advisors Wealth, LLC
Bison Advisors
Truadvice LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Signator Investors, INC.Broker
Uvest Financial Services Group, 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.