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MB

Mikko S. Budarz

Some features on this profile are disabled
CRD#: 3028229
MB

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.

Mikko Stanley Michael Budarz, who also goes by Mikko Stanely Michael Budarz, Mikko Budarz, was a registered financial professional .

Mikko is a previously registered financial professional and started their career in finance in 1998. Mikko had worked at 6 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mikko Stanely Michael Budarz | Mikko Budarz

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

August 26, 2024 - April 11, 2025

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
Wilmington, NC
Past

June 26, 2024 - July 12, 2024

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
RALEIGH, NC
Past

June 24, 2024 - July 12, 2024

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
RALEIGH, NC
Past

November 21, 2002 - June 11, 2003

E*TRADE ADVISORY SERVICES, INC.

RIA
CRD#: 111178
MISHAWAKA, IN
Past

July 15, 2002 - June 11, 2003

E*TRADE SECURITIES LLC

BD
CRD#: 29106
JERSEY CITY, NJ
Past

March 23, 2001 - July 3, 2002

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

May 1, 1998 - March 5, 2001

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX

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".
GA
GRADIENT ADVISORS, LLC
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.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/5/2024
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/5/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/20/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/24/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/12/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/30/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/3/2002
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/22/2001
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 12/22/2000
General Securities Sales Supervisor - Options Module Examination

Current Firm

GA
GRADIENT ADVISORS, LLC
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)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B 12-2025 (12/10/2025)

Regulatory assets under management

Total Number of Accounts3,222
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.

Company Information

GRADIENT ADVISORS, LLC

CRD#: 152665

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