Timothy G. Creath

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CRD#: 2245517

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.

Timothy George Creath, who also goes by Tim George Creath, was a registered financial professional .

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

Question & Answer

Are you a "fiduciary"?

Aliases

Tim George Creath

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.

DBA CREATH FINANCIAL SERVICES; INVT REL; 903 SIENNA DRIVE, SHAUMBURG IL 60193; ADVISORY AND INSURANCE; OWNER; START 09/2014; 160 HRS/MO; 160 HRS/MO DURING TRADING; INSURANCE SALES AND DBA FOR ADVISORY BUSINESS.

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

January 6, 2017 - December 31, 2022

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Schaumburg, IL

Past

February 5, 2015 - December 31, 2016

GRADIENT SECURITIES, LLC

RIA

CRD#: 127701

Schaumburg, IL

Past

October 1, 2014 - February 4, 2015

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

SCHAUMBURG, IL

Past

September 30, 2014 - December 31, 2016

GRADIENT SECURITIES, LLC

CRD#: 127701

Schaumburg, IL

Past

June 11, 2014 - September 17, 2014

INSTITUTE FOR WEALTH ADVISORS, INC.

RIA

CRD#: 149347

SCHAUMBURG, IL

Past

January 11, 2011 - June 13, 2014

REGAL INVESTMENT ADVISORS LLC

RIA

CRD#: 125004

SCHAUMBURG, IL

Past

January 11, 2011 - June 10, 2014

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

SCHAUMBURG, IL

Past

March 20, 2009 - December 31, 2010

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

SOUTH BARRINGTON, IL

Past

June 10, 2008 - December 31, 2010

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

SOUTH BARRINGTON, IL

Past

July 2, 1999 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

September 23, 1992 - April 26, 1999

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

September 23, 1992 - May 21, 2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SCHAUMBURG, IL

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: 9/19/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/29/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/21/1992

Investment Company Products/Variable Contracts Representative 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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Advisor Monitoring

Firm Stability Insights

Timothy G. Creath

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GRADIENT SECURITIES, LLC

GRADIENT ADVISORS, LLC

GRADIENT SECURITIES, LLC

INSTITUTE FOR WEALTH ADVISORS, INC.

REGAL INVESTMENT ADVISORS LLC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/19/2008

Series 63

Date: 3/29/1993

SIE

Date: 12/31/2016

Series 6

Date: 9/21/1992

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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