Dominic Schultz Boggio

Gradient Investments, LLC

5 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Gradient Investments, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

24,542 clients

Average Client Portfolio

$267K average

Assets Under Management

$6.6B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

4105 Lexington Avenue North, Suite 250, Arden Hills, MN, 55126

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Gradient Investments, LLC

March 2025 - Present · 11 mos

Previous Registrations

Thrivent Investment Management INC.Broker

November 2024 - December 2024 · 1 mo

Thrivent Investment Management INC.

November 2024 - December 2024 · 1 mo

Northwestern Mutual Investment Services,llc

February 2024 - October 2024 · 8 mos

Northwestern Mutual Investment Services, LLCBroker

February 2024 - October 2024 · 8 mos

Morgan Stanley

September 2023 - December 2023 · 3 mos

Morgan StanleyBroker

January 2023 - December 2023 · 11 mos

E*trade Capital Management, LLC

March 2022 - September 2023 · 1 yr 6 mos

E*trade Securities LLCBroker

March 2022 - September 2023 · 1 yr 6 mos

RBC Capital Markets, LLC

December 2019 - February 2022 · 2 yrs 2 mos

RBC Capital Markets, LLCBroker

September 2019 - February 2022 · 2 yrs 5 mos

State Registrations2 states

MNTX

Advisor

Exams

No exam information available for this advisor.