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SS

Scott D. Schloegel

GRADIENT ADVISORS
Kansas City, MO 64116
Some features on this profile are disabled
CRD#: 5282057
SS

Professional summary

Scott Daniel Schloegel is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Kansas City, Missouri.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Scott has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Scott Daniel Schloegel'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

December 19, 2023 - Present

GRADIENT ADVISORS, LLC

Office #1: 1201 Nw Briarcliff Pkwy 2nd Floor, Kansas City, MO 64116
RIA
CRD#: 152665
Kansas City, MO
Past

January 31, 2019 - July 6, 2022

PREMIER FINANCIAL PARTNERS, LLC

RIA
CRD#: 132043
Kansas City, MO
Past

April 13, 2018 - September 21, 2023

OSAIC WEALTH, INC.

RIA
CRD#: 23131
ST. LOUIS, MO
Past

April 13, 2018 - September 21, 2023

OSAIC WEALTH, INC.

BD
CRD#: 23131
ST. LOUIS, MO
Past

September 26, 2016 - March 6, 2018

CREATIVE PLANNING

RIA
CRD#: 105348
LEAWOOD, KS
Past

August 11, 2014 - August 19, 2016

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
HIGGINSVILLE, MO
Past

August 11, 2014 - August 19, 2016

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
HIGGINSVILLE, MO
Past

November 25, 2013 - June 2, 2014

CETERA ADVISORS LLC

RIA
CRD#: 10299
OVERLAND PARK, KS
Past

November 25, 2013 - June 2, 2014

CETERA ADVISORS LLC

BD
CRD#: 10299
OVERLAND PARK, KS
Past

October 9, 2013 - November 1, 2013

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
LEAWOOD, KS
Past

August 12, 2013 - November 1, 2013

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
LEAWOOD, KS

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.

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
(3/12/2024)
IAR
Colorado
(3/11/2024)
IAR
Kansas
(3/11/2024)
IAR
Missouri
(12/19/2023)
IAR
North Carolina
(5/14/2024)
IAR
Texas
(3/28/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/26/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/12/2013
General Securities Representative 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#: 152665Kansas City, MO 64116

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