Gradient Financial Group, LLC maintains the internal shared services that connect the entire Gradient family of companies. From accounting to human resources to information technology and corporate communications, Gradient Financial Group helps us connect you to a confident financial future.
Show Up Ready to Play
We show up on time, focused and prepared to do our best work.
No Shortcuts
We consistently look for a new and better way. We do the right thing the right way.
Take it to Done
Excellence is expected. We take action and find a way to move things forward.
Win the Day
Attitude is everything. We care about what we do and how we do it.
Celebrate Successes
We’re in this together. We take the time to celebrate our accomplishments.
Build Relationships
Community is key. We support each other, give back and leave plenty of room for fun.
The spirit of our operation is driven by a simple mission: Connecting you to a confident financial future. For everyone, that means something different — our business is designed to be agile enough to help you get there, no matter what your goals are.
For more than a decade, our Founders Charles (Chuck) and Tami Lucius worked tirelessly to build a financial services organization inspired by family and guided by doing the right thing for our customers and theirs. Because the needs of both financial services professionals and their customers are ever-evolving, that means we needed to build a business capable of growing with them.
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 systems designed to provide confidence in the future you’re building for yourself.
Leadership
Chuck Lucius
Founder
Tami Lucius
Founder
Nate Lucius
President
Kristina Walch
Chief Operating Officer
Brian Lucius
Chief Distribution Officer
Katie Grindeland
Chief Marketing Officer
Joe Norlin
Chief Financial Officer
Michael Johnson
Chief Information Officer
Chad Roesler
President
Gradient Insurance Brokerage, LLC
Luke Loewen
President
Gradient Annuity Brokerage
Jay Guerin
President
Gradient Life Brokerage
Michael Binger
President
Gradient Investments
Rob Nelson
President
Gradient Securities
Adam Estall
President
Gradient Advisors
Sheri Mushel
President
RIA Registrar
David Johnson
Director
Case Central
Kristina Walch
President
Nextek