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Trustee · Gradient Investments, LLC

Tami Jean Lucius

CRD 2371362 · Named on Form ADV at 6 SEC-registered advisers

At a glance

Gradient Investments, LLC, an SEC-registered wealth manager based in Arden Hills, MN with $8.8 billion in regulatory assets, lists Tami Jean Lucius on its Form ADV as Trustee, a control person. The SEC filings also name Tami at 5 other registered advisers.

Firms and roles

AtlasMembers

Tami’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
6 firmsLocked
Control-person status
6 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Tami on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tami’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.