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CF

Charles C. Foss

FOSS WEALTH MANAGEMENT
La Grange, NC 28551
Some features on this profile are disabled
CRD#: 1126421
CF

Professional summary

Charles Creig Foss, who also goes by Creig Foss, Skeet Foss, is a registered financial advisor currently at FOSS WEALTH MANAGEMENT, INC. located in La Grange, North Carolina and GRADIENT INVESTMENTS, LLC located in La Grange, North Carolina.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Charles has worked at 9 firms and has passed the Series 65, Series 63, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Creig Foss | Skeet Foss

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Creig Foss's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 15, 2009 - Present

FOSS WEALTH MANAGEMENT, INC.

Office #1: 125 W. Railroad Street, La Grange, NC 28551
RIA
CRD#: 146006
La Grange, NC
Current

December 14, 2015 - Present

GRADIENT INVESTMENTS, LLC

Office #1: 125 W Railroad Street, La Grange, NC 28551
RIA
CRD#: 141726
La Grange, NC
Past

October 31, 1997 - March 27, 2009

OSAIC FS, INC.

BD
CRD#: 3870
LA GRANGE, NC
Past

February 28, 1994 - October 30, 1997

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

November 2, 1988 - November 25, 1988

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

May 11, 1987 - November 17, 1988

FOCUS SECURITIES, INC.

BD
CRD#: 15023
Past

September 6, 1985 - April 22, 1987

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
Past

February 25, 1985 - September 12, 1985

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

May 13, 1983 - February 11, 1985

PW SECURITIES, INC.

BD
CRD#: 6775

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GI
GRADIENT INVESTMENTS, LLC
GRADIENT INVESTMENT GROUP LLC | REGISTERED INDEPENDENT ADVISORS, LLC | REGISTERED INDEPENDENT AGENTS, LLC | GRADIENT INVESTMENTS, LLC

CRD#: 141726 / SEC#: 801-70812

RIA
Registered Investment Advisory firm - (12/1/2009 Approved)
Alabama
Registered Investment Advisory firm - (1/20/2010 Terminated)
Arizona
Registered Investment Advisory firm - (12/8/2009 Terminated)
California
Registered Investment Advisory firm - (12/9/2009 Terminated)
Colorado
Registered Investment Advisory firm - (12/10/2009 Terminated)
Florida
Registered Investment Advisory firm - (12/8/2009 Terminated)
Idaho
Registered Investment Advisory firm - (12/8/2009 Terminated)
Kansas
Registered Investment Advisory firm - (12/8/2009 Terminated)
Maryland
Registered Investment Advisory firm - (12/21/2009 Terminated)
Minnesota
Registered Investment Advisory firm - (12/8/2009 Terminated)
Missouri
Registered Investment Advisory firm - (12/8/2009 Terminated)
Nevada
Registered Investment Advisory firm - (12/31/2009 Terminated)
New Jersey
Registered Investment Advisory firm - (12/8/2009 Terminated)
New York
Registered Investment Advisory firm - (11/19/2009 Cancelled)
North Carolina
Registered Investment Advisory firm - (12/8/2009 Terminated)
Ohio
Registered Investment Advisory firm - (12/8/2009 Terminated)
Pennsylvania
Registered Investment Advisory firm - (12/10/2009 Terminated)
South Carolina
Registered Investment Advisory firm - (12/8/2009 Terminated)
Tennessee
Registered Investment Advisory firm - (12/23/2009 Terminated)
Texas
Registered Investment Advisory firm - (12/8/2009 Terminated)
Virginia
Registered Investment Advisory firm - (12/9/2009 Terminated)
Wisconsin
Registered Investment Advisory firm - (12/8/2009 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(4/15/2009)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/20/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/8/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 2/25/1994
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 11/19/1983
General Securities Representative Examination

Current Firm

GI
GRADIENT INVESTMENTS, LLC
GRADIENT INVESTMENT GROUP LLC | REGISTERED INDEPENDENT ADVISORS, LLC | REGISTERED INDEPENDENT AGENTS, LLC | GRADIENT INVESTMENTS, LLC

CRD#: 141726 / SEC#: 801-70812

RIA
Registered Investment Advisory firm - (12/1/2009 Approved)
Alabama
Registered Investment Advisory firm - (1/20/2010 Terminated)
Arizona
Registered Investment Advisory firm - (12/8/2009 Terminated)
California
Registered Investment Advisory firm - (12/9/2009 Terminated)
Colorado
Registered Investment Advisory firm - (12/10/2009 Terminated)
Florida
Registered Investment Advisory firm - (12/8/2009 Terminated)
Idaho
Registered Investment Advisory firm - (12/8/2009 Terminated)
Kansas
Registered Investment Advisory firm - (12/8/2009 Terminated)
Maryland
Registered Investment Advisory firm - (12/21/2009 Terminated)
Minnesota
Registered Investment Advisory firm - (12/8/2009 Terminated)
Missouri
Registered Investment Advisory firm - (12/8/2009 Terminated)
Nevada
Registered Investment Advisory firm - (12/31/2009 Terminated)
New Jersey
Registered Investment Advisory firm - (12/8/2009 Terminated)
New York
Registered Investment Advisory firm - (11/19/2009 Cancelled)
North Carolina
Registered Investment Advisory firm - (12/8/2009 Terminated)
Ohio
Registered Investment Advisory firm - (12/8/2009 Terminated)
Pennsylvania
Registered Investment Advisory firm - (12/10/2009 Terminated)
South Carolina
Registered Investment Advisory firm - (12/8/2009 Terminated)
Tennessee
Registered Investment Advisory firm - (12/23/2009 Terminated)
Texas
Registered Investment Advisory firm - (12/8/2009 Terminated)
Virginia
Registered Investment Advisory firm - (12/9/2009 Terminated)
Wisconsin
Registered Investment Advisory firm - (12/8/2009 Terminated)
PREMIUM
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Contact information

Main Address
4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126
Mailing Address
Phone number
(888) 824-3525
Established
Firm type
Fiscal year end
# of Employees
41

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AND 2B (2/4/2026)

Regulatory assets under management

Total Number of Accounts77,311
AUM (Assets Under Management)$ 8,201,136,002

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GRADIENT INVESTMENTS, LLC

CRD#: 141726La Grange, NC 28551

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