David G. Hohl

GRADIENT ADVISORS

Nashville, TN

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CRD#: 5445946

Professional summary

David George Hohl, who also goes by David G Hohl, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Nashville, Tennessee.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. David has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David G Hohl

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. Reisen Advisors; Investment Related; 112 Hicks Rd Nashville TN 37221; Advisory; Owner; Investment Advisor Representative; 06/2024; 80hr/mo 80hr/mo during training; Investment Advisory 2. Reisen Financial; Investment Related; 112 Hicks Rd Nashville TN 37221; Insurance; Owner; Agent; 06/2024; 40hr/mo 40hr/mo during training; Insurance services 3. The Turning Point Group; Investment Related;112 Hicks Rd Nashville TN 37221; Insurance; Owner; Agent; 06/2024; 40hr/mo 40hr/mo during training; Insurance services 4. AmeriEstate; Not investment Related; Costa Mesa CA 92626; Estate Plan Services; Delivery Agent; Notary; 09/2018; 10hrs/mo; 0hrs/mo during trading; Notary Services 5. Notary; Not investment Related; TN; Notary Services; 01/2019; 5hrs/mo; 0hrs/mo during trading; Licensed Notary in the State of TN 6. Devon Close HOA; Not investment Related; Nashville TN 37221; HOA; Member; Board Member; 01/2023; 1hrs/mo; 0hrs/mo during trading; Neighborhood Board

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David George Hohl'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 6, 2024 - Present

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Nashville, TN

Past

September 10, 2018 - December 4, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

Nashville, TN

Past

September 10, 2018 - December 4, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

Nashville, TN

Past

March 31, 2011 - March 20, 2017

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

BRENTWOOD, TN

Past

February 10, 2009 - March 20, 2017

PARK AVENUE SECURITIES LLC

CRD#: 46173

BRENTWOOD, TN

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

Tennessee
(6/6/2024)

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: 6/29/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/24/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/9/2009

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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Firm Stability Insights

David G. Hohl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David George Hohl's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/2009

Series 63

Date: 2/24/2009

SIE

Date: 10/1/2018

Series 6

Date: 2/9/2009

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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