Jeffrey N. Knoedl

GRADIENT ADVISORS

North Little Rock, AR 72113

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CRD#: 2843052

Professional summary

Jeffrey Neal Knoedl, who also goes by Jeff Neal Knoedl, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in North Little Rock, Arkansas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jeffrey has worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Neal Knoedl

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: Knoedl Retirement Advisors, Investment Related, LLC; 8428 COUNTS MASSIE ROAD, SUITE B, NORTH LITTLE ROCK, AR 72113; Insurance Agent, financial advisor, retirement planning, wealth management, financial planning, 2003

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Neal Knoedl'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

September 16, 2020 - Present

GRADIENT ADVISORS, LLC

Office #1: 8428 Counts Massie Road Suite B, North Little Rock, AR 72113

RIA

CRD#: 152665

North Little Rock, AR

Past

September 10, 2020 - October 21, 2020

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

North Little Rock, AR

Past

July 20, 2016 - September 10, 2020

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

North Little Rock, AR

Past

July 12, 2010 - September 6, 2016

KNOEDL RETIREMENT ADVISORS, LLC

RIA

CRD#: 154414

MAUMELLE, AR

Past

May 25, 2010 - June 29, 2010

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

MAUMELLE, AR

Past

February 14, 2003 - October 31, 2003

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

February 28, 2002 - February 3, 2003

LEGACY FINANCIAL SERVICES, INC.

CRD#: 38697

PETALUMA, CA

Past

February 9, 2002 - April 10, 2002

PARKLAND SECURITIES, LLC

CRD#: 115368

ANN ARBOR, MI

Past

May 2, 2001 - February 9, 2002

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

March 25, 1999 - April 13, 2001

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

June 4, 1997 - March 31, 1999

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

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.

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

Arkansas
(9/16/2020)

IAR

Texas
(9/16/2020)

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: 5/24/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/2/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/13/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/2/1997

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

Jeffrey N. Knoedl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Neal Knoedl's CRS (Customer Relationship Summary).

Certified licenses

Experience

AE WEALTH MANAGEMENT, LLC

AE WEALTH MANAGEMENT, LLC

KNOEDL RETIREMENT ADVISORS, LLC

INTEGRITY ALLIANCE, LLC.

CETERA ADVISORS LLC

LEGACY FINANCIAL SERVICES, INC.

PARKLAND SECURITIES, LLC

WALNUT STREET SECURITIES, INC.

MONY SECURITIES CORPORATION

GUARDIAN INVESTOR SERVICES LLC

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/24/2010

Series 63

Date: 4/2/1997

Series 7

Date: 3/13/2001

Series 6

Date: 6/2/1997

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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