Gradient Investments

Gradient Investments, LLC

Gradient Investments (GI) is an independent, privately-owned, fee-only SEC registered investment advisor (RIA), providing professional money management services. We serve individuals, employer-sponsored pension plans, foundations, endowments and corporations through mutual funds, exchange traded funds (ETF), options and separately managed accounts.

Our Philosophy

At GI, our innovative approach to investing is focused on understanding our clients and providing personalized investment solutions. Additionally, we believe that client access to our investment professionals is an invaluable service that is rare in the financial services industry.

A Firm Focused on Growth
TJ Klein, CFA

Our team

TJ Klein, CFA

Associate Portfolio Manager

Thomas (TJ) Klein, CFA, serves as an Associate Portfolio Manager for Gradient Investments, LLC. TJ has over 11 years of banking and investing experience, including more than 5 years in investment management.

Before joining Gradient, TJ was the Investment Analyst and primary investment contact for a large private wealth advisory firm with Ameriprise. His responsibilities included financial advisor support, fund and equity research, portfolio construction, risk management, idea generation, and execution of block trades. Prior to this employment, he worked at U.S. Bank as a Credit Analyst and Research & Due Diligence Analyst.

TJ graduated from St. Cloud State University with a Bachelor of Science degree in Finance and a minor in Economics and is also a CFA Charterholder.

Our Investment Team

Please consult your independent investment advisor before making any investment decisions. The information herein is for informational purposes only and should not be used as the sole basis for making an investment decision. Investing involves risk including the potential loss of principal. For more information, please request a copy of Gradient Investments' ADV Part 2A. Gradient Investments, LLC is an SEC Registered Investment Advisor managing assets for clients across the country through independent, Registered Investment Advisors acting as solicitors on behalf of Gradient Investments, LLC.