Tyler Ellegard is a CFA-designated registered investment advisor at Gradient Investments, LLC, based in Arden Hills, MN, with 9 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 26,806 clients with $8.8B 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 | 2.15% |
Fees vary by portfolio strategy, ranging from 1.00% for Preservation up to 2.15% for Custom Indexing - Strategic. Fees are negotiable based on the overall relationship.
Fee Estimator
Location
4105 Lexington Avenue North, Suite 250, Arden Hills, MN, 55126
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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 Activities
Tyler is a board member for Believe in Miracles Foundation, a charity, and coaches at CrossFit SISU, a fitness gym. These activities require minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Gradient Investments, LLC
Previous Registrations
Gradient Advisors, LLC
Gradient Investments, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
State Registrations2 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.
Exams
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