Leroy V. Hileman

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CRD#: 1773855

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.

Leroy Verne Hileman JR was a registered financial professional .

Leroy is a previously registered financial professional and started their career in finance in 1988. Leroy had worked at 3 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

1. ROY'S CUSTOM GUNSTOCK, SOLE PROPRIETOR, BUILDING FINE CUSTOM GUNSTOCKS SINCE 1974. LOCATED AT 3865 Heather Dr, Helena, MT 59602. LESS THAN 20 HOURS PER WEEK, NOT INVESTMENT RELATED. 2. Rocky Mountain Advisory Services; Investment Related; 3865 Heather Dr, Helena, MT 59602; Retirement, Financial Planning & Insurance; Owner; Start date 08/2019; 140hrs/mo during trading.

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

April 11, 2024 - September 17, 2024

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Helena, MT

Past

August 15, 2019 - January 3, 2022

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Helena, MT

Past

March 30, 2015 - December 31, 2018

HBW ADVISORY SERVICES LLC

RIA

CRD#: 143665

La Pine, OR

Past

February 13, 1997 - September 16, 2008

PFS INVESTMENTS INC.

CRD#: 10111

STEAMBOAT SPRINGS, CO

Past

June 2, 1994 - December 31, 1996

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Past

February 17, 1988 - October 26, 1992

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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".

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/9/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/15/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 2/16/1988

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/31/1997

Investment Company Products/Variable Contracts Principal Examination

Current Firm

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 Approved)

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Contact information

Main Address

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126

Mailing Address

Phone number

(877) 885-0508

Established

Firm type

Fiscal year end

# of Employees

169

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B 10-2025 (10/21/2025)

Regulatory assets under management

Total Number of Accounts	3,222
AUM (Assets Under Management)	$ 218,611,410

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.

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Firm Stability Insights

Leroy V. Hileman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GRADIENT ADVISORS, LLC

HBW ADVISORY SERVICES LLC

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/9/2014

Series 63

Date: 2/15/1988

Series 6

Date: 2/16/1988

Series 26

Date: 5/31/1997

Current Firm

GRADIENT ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRADIENT ADVISORS, LLC

TRUST BUT VERIFY

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