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GA-Title2

MARKETING AND SALES SUPPORT


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Adam Estall, CFP®
President
aestall@gradientadvisors.com
651.604.8310
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Mike Jechorek
Vice President of Marketing
mjechorek@gradientadvisors.com

651.621.8865
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Connor Hayden
Director of Marketing
chayden@gradientadvisors.com
651.202.3557
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PROVEN MARKETING TECHNIQUES

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RELATIONSHIP MANAGEMENT

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COACHING

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SALES IDEAS

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PRODUCT QUESTIONS

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SUPPLY REQUESTS

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ILLUSTRATIONS & CASE DESIGN SUPPORT

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MARKETING AND BUSINESS PLANNING 

OPERATIONS TEAM


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Missy Fisher
Operations Manager
newbusiness@gradientadvisors.com
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Kim Patock
Operations Specialist
newbusiness@gradientadvisors.com
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Michael Zondlo-Elliott
Affiliation Specialist

mzondloelliott@gradientadvisors.com
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NEW BUSINESS APPLICATION & UPDATES

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ORION ADVISOR TECHNOLOGY 

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ONBOARDING & AFFILIATION
ONBOARDING UPDATES

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TECHNOLOGY TROUBLE SHOOTING

COMPLIANCE TEAM


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Cathy Peters
Chief Compliance Officer compliance@gradientadvisors.com
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Eli Miller
Senior Compliance Officer compliance@gradientadvisors.com
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Casey McCarty
Compliance Officer compliance@gradientadvisors.com
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EDUCATION & TRAINING

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REGULATORY CHANGES

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AUDITS & SUPERVISION OF INVESTMENT ACTIVITIES

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POLICIES & PROCEDURES

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4105 Lexington Avenue N
Arden Hills, MN 55126
888.885.0508
info@gradientadvisors.com

Gradient Advisors, LLC is a member of the Gradient Financial Group, which offers and provides a wide array of resources and support to financial services professionals. Gradient Financial Group, LLC provides services to the Member firms comprising the Gradient Financial Group, but it does not directly or indirectly control the management, policies, or business operations of any of the Member firms, which are each separate, distinct, and independent entities.

Gradient Advisors, LLC is an SEC registered investment advisor. Investment advisory services offered through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), a SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice.

For financial services professionals use only – not intended for public use.