Laura L. Kokesh

GRADIENT ADVISORS

Marion, IA

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CRD#: 2877355

Professional summary

Laura Louise Kokesh, who also goes by Laura Louise Bond, Laura Louise Larsen, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Marion, Iowa.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Laura has worked at 9 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laura Louise Bond | Laura Louise Larsen

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) dba KOKESH FINANCIAL STATEGIES, INC. Investment related; 8900 C Ave NE #422 Marion IA 52302; ADVISORY AND INSURANCE RELATED ACTIVITY; 3/2010 - PRESENT; 2) Insured Philanthropic Contracts; Charitable Gift Annuities through Metropolitan Life; Representative; Start Date 2007; 10/month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Louise Kokesh'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

March 8, 2023 - Present

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Marion, IA

Past

March 1, 2011 - March 6, 2023

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Marion, IA

Past

March 1, 2011 - January 3, 2013

GRADIENT SECURITIES, LLC

CRD#: 127701

BELLEVUE, WA

Past

December 16, 2005 - March 2, 2011

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA

CRD#: 108728

RENTON, WA

Past

December 16, 2005 - March 2, 2011

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

BELLEVUE, WA

Past

March 31, 2005 - December 20, 2005

SHELGREN FINANCIAL GROUP, INC.

RIA

CRD#: 117056

MAPLE VALLEY, WA

Past

March 24, 2005 - December 19, 2005

MM ASCEND LIFE INVESTOR SERVICES, LLC

CRD#: 36451

CINCINNATI, OH

Past

March 5, 2002 - April 1, 2005

LEGACY ADVISORY SERVICES, INC.

RIA

CRD#: 111027

MAPLE VALLEY, WA

Past

July 21, 2000 - April 1, 2005

LEGACY FINANCIAL SERVICES, INC.

CRD#: 38697

PETALUMA, CA

Past

June 20, 1997 - August 17, 2000

INVESTORS BROKERAGE SERVICES, INC.

CRD#: 4257

ELGIN, 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.

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

Iowa
(3/8/2023)

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: 6/18/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/19/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/19/1997

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

Laura L. Kokesh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Louise Kokesh's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT ADVISORS, LLC

GRADIENT SECURITIES, LLC

PACIFIC WEST FINANCIAL CONSULTANTS INC

PACIFIC WEST SECURITIES, INC.

SHELGREN FINANCIAL GROUP, INC.

MM ASCEND LIFE INVESTOR SERVICES, LLC

LEGACY ADVISORY SERVICES, INC.

LEGACY FINANCIAL SERVICES, INC.

INVESTORS BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/18/2001

Series 63

Date: 5/19/1997

Series 6

Date: 6/19/1997

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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