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JM

John E. Menge

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CRD#: 4213207
JM

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.

John Eric Menge, who also goes by J. Eric Menge, John Eric Menge Jr, John Eric Menge, John Menge, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2000. John had worked at 8 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 7 and Series 31 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


J. Eric Menge | John Eric Menge Jr | John Eric Menge | John Menge

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

December 11, 2017 - April 19, 2018

GRADIENT SECURITIES, LLC

RIA
CRD#: 127701
ARDEN HILLS, MN
Past

December 11, 2017 - April 19, 2018

GRADIENT SECURITIES, LLC

BD
CRD#: 127701
ARDEN HILLS, MN
Past

September 29, 2014 - September 29, 2016

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
GOLDEN VALLEY, MN
Past

November 19, 2008 - September 16, 2010

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
SHAKOPEE, MN
Past

September 14, 2004 - January 3, 2007

WALL STREET FINANCIAL GROUP, INC.

RIA
CRD#: 35830
PLYMOUTH, MN
Past

July 1, 2004 - January 3, 2007

WALL STREET FINANCIAL GROUP, INC.

BD
CRD#: 35830
VICTOR, NY
Past

January 13, 2004 - June 30, 2004

WORKMAN SECURITIES CORPORATION

BD
CRD#: 31898
EDEN PRAIRIE, MN
Past

January 10, 2003 - October 15, 2003

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

January 10, 2002 - September 26, 2002

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

August 15, 2000 - December 13, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, 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".
GS
GRADIENT SECURITIES, LLC
GRADIENT SECURITIES, LLC | SYM CAPITAL SECURITIES, LLC | GRADIENT WEALTH MANAGEMENT

CRD#: 127701 / SEC#: 801-80807, 8-66032

RIA
Registered Investment Advisory firm - SEC (1/8/2015 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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
IAR
Series 65
Date: 11/20/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 10/5/2000
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 9/8/2000
Futures Managed Funds Examination

Current Firm


GS
GRADIENT SECURITIES, LLC
GRADIENT SECURITIES, LLC | SYM CAPITAL SECURITIES, LLC | GRADIENT WEALTH MANAGEMENT

CRD#: 127701 / SEC#: 801-80807, 8-66032

RIA
Registered Investment Advisory firm - SEC (1/8/2015 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126
Mailing Address
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126
Phone number
(866) 991-1539
Established
Delaware since 04/09/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
62

SEC notice filing (51 States and Territories)


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

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

GWM ADV PART 2A & 2B (3/28/2025)

Direct owners and executive officers


NamePositionCRD#
MERAKI PRIVATE EQUITY, LLCOWNER
JOCHUM, JAMIE LEEFINOP4459768
LUCIUS, CHARLES EDWARDOWNER MERAKI PRIVATE EQUITY, LLC1012912
LUCIUS, TAMI JEANOWNER MERAKI PRIVATE EQUITY, LLC2371362
NELSON, ROBERT SCOTTPRESIDENT & ELECTED MANAGER4237080
REMME, BRIAN ANDREWCHIEF COMPLIANCE OFFICER3103459

Regulatory assets under management


Total Number of Accounts7,322
AUM (Assets Under Management)$ 591,069,287

Disclosures


Regulatory Event1

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 SECURITIES, LLC

CRD#: 127701

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