Lindsay A. Cameron

GRADIENT SECURITIES

Canton, OH 44718

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CRD#: 5621950

Professional summary

Lindsay Anne Cameron, CFP®, who also goes by Lindsay Anne Hackenberg, is a registered financial advisor currently at GRADIENT SECURITIES, LLC located in Canton, Ohio.

Lindsay is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Lindsay has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lindsay Anne Hackenberg

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 Lindsay Anne Cameron's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Lindsay Anne Cameron'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®

CFP^®

Certified Financial Planner

Experience

Current

December 3, 2015 - Present

GRADIENT SECURITIES, LLC

Office #1: 4245 Fulton Rd Nw, Canton, OH 44718Office #2: 2209 Fulton Rd. Nw, Canton, OH 44709

RIA

CRD#: 127701

Canton, OH

Current

December 3, 2015 - Present

GRADIENT SECURITIES, LLC

Office #1: 4245 Fulton Rd Nw, Canton, OH 44718Office #2: 2209 Fulton Rd. Nw, Canton, OH 44709

RIA

CRD#: 127701

Canton, OH

Past

March 29, 2010 - December 4, 2015

SPC

RIA

CRD#: 110692

CANTON, OH

Past

March 8, 2010 - December 4, 2015

SIGMA FINANCIAL CORPORATION

CRD#: 14303

CANTON, OH

Past

January 21, 2009 - March 5, 2010

BROKER DEALER FINANCIAL SERVICES CORP.

CRD#: 8073

CANTON, OH

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 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)

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(1/20/2023)

IAR

California
(1/23/2023)

Florida
(11/29/2016)

IAR

Florida
(1/19/2017)

Georgia
(10/3/2023)

IAR

Georgia
(10/5/2023)

Indiana
(11/4/2016)

IAR

Indiana
(4/28/2025)

IAR

Missouri
(11/5/2025)

North Carolina
(10/3/2023)

IAR

North Carolina
(10/4/2023)

Ohio
(12/3/2015)

IAR

Ohio
(12/3/2015)

Pennsylvania
(1/18/2017)

IAR

Virginia
(10/4/2023)

IAR

West Virginia
(10/29/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/7/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/20/2009

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

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

Name	Position	CRD#
MERAKI PRIVATE EQUITY, LLC	OWNER
JOCHUM, JAMIE LEE	FINOP	4459768
NELSON, ROBERT SCOTT	PRESIDENT & ELECTED MANAGER	4237080
REMME, BRIAN ANDREW	CHIEF COMPLIANCE OFFICER	3103459

Regulatory assets under management

Total Number of Accounts	7,322
AUM (Assets Under Management)	$ 591,069,287

Disclosures

Regulatory Event

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

Lindsay A. Cameron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsay Anne Cameron's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Lindsay Anne Cameron's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT SECURITIES, LLC

SPC

SIGMA FINANCIAL CORPORATION

BROKER DEALER FINANCIAL SERVICES CORP.

Primary Firm SEC Registration

GRADIENT SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/7/2013

SIE

Date: 10/1/2018

Series 7

Date: 1/20/2009

FINRA

Current Firm

GRADIENT SECURITIES, LLC

Contact information

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

GRADIENT SECURITIES, LLC

TRUST BUT VERIFY

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