Dale E. Wondisford

GRADIENT ADVISORS

Winter Park, FL 32789

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CRD#: 6088117

Professional summary

Dale Edward Wondisford, who also goes by Dale Wondisford, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Winter Park, Florida.

Dale is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Dale has worked at 4 firms and has passed the Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dale Wondisford

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dale Edward Wondisford'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 22, 2023 - Present

GRADIENT ADVISORS, LLC

Office #1: 941 West Morse Blvd Suite 100, Winter Park, FL 32789

RIA

CRD#: 152665

Winter Park, FL

Past

April 6, 2015 - January 27, 2016

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

ORLANDO, FL

Past

February 4, 2013 - November 20, 2014

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ORLANDO, FL

Past

July 13, 2012 - January 22, 2013

PRINCIPAL SECURITIES, INC.

CRD#: 1137

MAITLAND, FL

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

Florida
(6/22/2023)

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: 5/18/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 11/20/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/12/2012

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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Dale E. Wondisford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dale Edward Wondisford's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT ADVISORS, LLC

VIRTUE CAPITAL MANAGEMENT, LLC

SECURIAN FINANCIAL SERVICES, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/18/2023

SIE

Date: 11/20/2014

Series 6

Date: 7/12/2012

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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