Through much of the last decade, Founders Charles (Chuck) and Tami Lucius have worked tirelessly to build a financial services organization that is inspired by family and guided by independence, responsibility and innovation. Together, they set out to form an organization for independent financial services professionals that is captivating, yet not captive, and a model operation for long-term success.
This model recognizes that consumers will continue to change, and financial services professionals will always need to grow and adapt to properly serve their clients.
Within the Gradient Financial Group family of companies, there are many options for how you might choose to grow your business, but one thing stays the same – our investment in technology, transparency, planning and practice management will make the transition as seamless as possible. That is why we offer a diverse product platform and specialized support services for your practice today – and your growth tomorrow. We offer financial services professionals access to insurance products, investment advisory services, asset management, securities, and non-biased case support and tax strategies through Case Central, LLC. Plus, we offer access to our KonnexME, LLC technology platform, creative design and media services through Gradient Positioning Systems, LLC, and compliance services through RIA Registrar, LLC.
Gradient Insurance Brokerage
Gradient Life Brokerage
Gradient Annuity Brokerage
Investment Advisor Representatives
Affiliated IARs: Gradient Advisors
Affiliated IARs: Gradient Wealth Management
Third-Party Money Manager
Advisor Compliance Services