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Dean E. Vandonge

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CRD#: 1717399
DV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Dean Ellis Vandonge, who also goes by Dean Ellis Van Donge, Dean E Vandonge, was a registered financial professional .

Dean is a previously registered financial professional and started their career in finance in 1992. Dean had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dean Ellis Van Donge | Dean E Vandonge

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 27, 2015 - January 30, 2017

GRADIENT SECURITIES, LLC

RIA
CRD#: 127701
WALLA WALLA, WA
Past

June 21, 2013 - February 25, 2015

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
WALLA WALLA, WA
Past

June 21, 2013 - January 30, 2017

GRADIENT SECURITIES, LLC

BD
CRD#: 127701
WALLA WALLA, WA
Past

June 15, 2010 - June 18, 2013

USA FINANCIAL SECURITIES LLC

RIA
CRD#: 103857
WALLA WALLA, WA
Past

June 15, 2010 - June 18, 2013

USA FINANCIAL SECURITIES LLC

BD
CRD#: 103857
WALLA WALLA, WA
Past

January 23, 2009 - June 14, 2010

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
LAVISTA, NE
Past

January 23, 2009 - June 14, 2010

SECURITIES AMERICA, INC.

BD
CRD#: 10205
WALLA WALLA, WA
Past

March 20, 2002 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.

RIA
CRD#: 40395
WALLA WALLA, WA
Past

April 25, 2001 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.

BD
CRD#: 40395
WALLA WALLA, WA
Past

March 7, 1994 - April 26, 2001

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

May 4, 1993 - March 8, 1994

INTERPACIFIC INVESTORS SERVICES, INC.

BD
CRD#: 4879
SEATTLE, WA
Past

January 20, 1992 - May 4, 1993

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE

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".
GS
GRADIENT SECURITIES, LLC
GRADIENT SECURITIES, LLC | SYM CAPITAL SECURITIES, LLC | GRADIENT WEALTH MANAGEMENT

CRD#: 127701 / SEC#: 801-80807, 8-66032

RIA
Registered Investment Advisory firm - SEC (1/8/2015 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/16/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GS
GRADIENT SECURITIES, LLC
GRADIENT SECURITIES, LLC | SYM CAPITAL SECURITIES, LLC | GRADIENT WEALTH MANAGEMENT

CRD#: 127701 / SEC#: 801-80807, 8-66032

RIA
Registered Investment Advisory firm - SEC (1/8/2015 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126
Mailing Address
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126
Phone number
(866) 991-1539
Established
Delaware since 04/09/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
62

SEC notice filing (51 States and Territories)


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

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

GWM ADV PART 2A & 2B (3/28/2025)

Direct owners and executive officers


NamePositionCRD#
MERAKI PRIVATE EQUITY, LLCOWNER
JOCHUM, JAMIE LEEFINOP4459768
LUCIUS, CHARLES EDWARDOWNER MERAKI PRIVATE EQUITY, LLC1012912
LUCIUS, TAMI JEANOWNER MERAKI PRIVATE EQUITY, LLC2371362
NELSON, ROBERT SCOTTPRESIDENT & ELECTED MANAGER4237080
REMME, BRIAN ANDREWCHIEF COMPLIANCE OFFICER3103459

Regulatory assets under management


Total Number of Accounts7,322
AUM (Assets Under Management)$ 591,069,287

Disclosures


Regulatory Event1

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 SECURITIES, LLC

CRD#: 127701

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