Martina M. Mason

GRADIENT ADVISORS

Pensacola, FL

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CRD#: 4394551

Professional summary

Martina Marie Mason, who also goes by Martina Marie Kuhn, Tina Marie Kuhn, Martina Marie Lamonte, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Pensacola, Florida.

Martina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Martina has worked at 6 firms and has passed the Series 65, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Martina Marie Kuhn | Tina Marie Kuhn | Martina Marie Lamonte

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. Mason Wealth Group, LLC; Investment Related; 10125 Noriega Dr Pensacola FL 32514 & 2204 Plaza Drive Ste 220 Rocklin CA 95765; Advisory and Insurance Services; Owner; Investment Advisor Representative; 02/2024; 160hrs/mo; 160hrs/mo during trading; Financial Planning

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martina Marie Mason'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

February 6, 2024 - Present

GRADIENT ADVISORS, LLC

Office #2: 2204 Plaza Drive Ste 220, Rocklin, CA 95765

RIA

CRD#: 152665

Pensacola, FL

Past

November 3, 2022 - December 10, 2023

SOUND INCOME STRATEGIES, LLC

RIA

CRD#: 173272

Rocklin, CA

Past

September 1, 2021 - October 27, 2022

MASON WEALTH GROUP LLC

RIA

CRD#: 315651

ROCKLIN, CA

Past

December 15, 2009 - August 1, 2011

VERITRUST FINANCIAL, LLC

CRD#: 106594

PENSACOLA, FL

Past

February 20, 2007 - December 31, 2008

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

PENSACOLA, FL

Past

April 27, 2004 - May 1, 2007

OSAIC WEALTH, INC.

CRD#: 23131

PENSACOLA, FL

Past

September 4, 2001 - April 26, 2004

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

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

California
(2/6/2024)

IAR

Florida
(3/5/2024)

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: 6/2/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/16/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/30/2001

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

Martina M. Mason

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martina Marie Mason's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUND INCOME STRATEGIES, LLC

MASON WEALTH GROUP LLC

VERITRUST FINANCIAL, LLC

VOYA FINANCIAL ADVISORS, INC.

OSAIC WEALTH, INC.

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/2/2021

Series 7

Date: 3/16/2004

Series 6

Date: 8/30/2001

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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