Scott Schloegel is a registered investment advisor at Gradient Advisors, LLC, based in Arden Hills, MN, with 11 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
4105 Lexington Avenue N., Suite 225, Arden Hills, MN, 55126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott is the owner/operator/IAR of Wealth Scope LLC (DBA - My NP Advisor), dedicating nearly full-time hours to the business. His activities include preparing financial plans, presenting recommendations, and maintaining client relationships.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Premier Financial Partners, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Creative Planning
Invest Financial Corporation
Invest Financial CorporationBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations6 states
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.