Peter J. Taurinskas

GRADIENT ADVISORS

Inver Grove Heights, MN 55076

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CRD#: 4184652

Professional summary

Peter Julian Taurinskas, who also goes by Peter J Taurinskas, Pete Taurinskas, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Inver Grove Heights, Minnesota.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Peter has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter J Taurinskas | Pete Taurinskas

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Julian Taurinskas'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

June 16, 2025 - Present

GRADIENT ADVISORS, LLC

Office #1: 5684 Bishop Ave, Inver Grove Heights, MN 55076

RIA

CRD#: 152665

Inver Grove Heights, MN

Past

January 31, 2023 - August 1, 2025

TEN POINT WEALTH MANAGEMENT, LLC

RIA

CRD#: 323454

INVER GROVE HEIGHTS, MN

Past

January 22, 2014 - January 30, 2023

MUTUAL TRUST ASSET MGMT., INC.

RIA

CRD#: 121364

Inver Grove Heights, MN

Past

July 12, 2007 - January 18, 2023

MUTUAL TRUST COMPANY OF AMERICA SECURITIES

CRD#: 8494

Inver Grove Heights, MN

Past

February 26, 2007 - July 17, 2007

PRIME CAPITAL SERVICES, INC.

CRD#: 18334

SOUTH SAINT PAUL, MN

Past

April 5, 2004 - February 28, 2007

SPC

RIA

CRD#: 110692

SOUTH SAINT PAUL, MN

Past

December 4, 2002 - February 28, 2007

PARKLAND SECURITIES, LLC

CRD#: 115368

SOUTH SAINT PAUL, MN

Past

October 25, 2000 - December 4, 2002

FFP SECURITIES, INC.

CRD#: 16337

CHESTERFIELD, MO

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

Minnesota
(6/16/2025)

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 66

Date: 7/28/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/2/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/23/2000

General Securities 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

Peter J. Taurinskas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Julian Taurinskas's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEN POINT WEALTH MANAGEMENT, LLC

MUTUAL TRUST ASSET MGMT., INC.

MUTUAL TRUST COMPANY OF AMERICA SECURITIES

PRIME CAPITAL SERVICES, INC.

SPC

PARKLAND SECURITIES, LLC

FFP SECURITIES, INC.

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/28/2017

Series 63

Date: 3/2/2001

SIE

Date: 10/1/2018

Series 7

Date: 10/23/2000

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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