Gradient Financial Group’s cover photo
Gradient Financial Group

Gradient Financial Group

Financial Services

Arden Hills, Minnesota 4,215 followers

The infrastructure behind independent financial advisors: marketing, technology, client-ready financial strategies.

About us

We seek to inspire financial services professionals to build their businesses with vision for the future and to serve their clients by providing the best possible financial solutions. Our diverse portfolio of financial products and services includes insurance, investment advisory services, asset management, securities, mortgage banking, and our exclusive KonnexME platform. Relationships are the foundation of a successful business. We possess an unwavering commitment to our financial professionals and our employees and treat each individual like family. Through much of the last decade, Founders Chuck and Tami Lucius have worked tirelessly to build a financial organization that is inspired by family and guided by responsibility, innovation, and relationships. Together, they set out to form an organization for independent financial professionals that is captivating, yet not captive, and a model operation for long-term success. We hold the firm belief that an independent financial professional must also maintain a diverse business portfolio for long-term success. Through our wide array of products and services that include insurance, investment advisory services, asset management, tax preparation, securities, and mortgage banking, we help our network of affiliated financial professionals make the right choice for your family. At Gradient, we promise an environment that is a natural extension of our values and one that thrives on innovation and ideas. From our annual Gradient Gala celebration to our Gradient Gives Back Foundation, you will find that family is the core of our business. Through lasting relationships that generate positive energy and results, we achieve long-term success, and we encourage our affiliated financial professionals to also maintain an unwavering commitment to client relationships.

Website
https://gradientfinancialgroup.com/
Industry
Financial Services
Company size
201-500 employees
Headquarters
Arden Hills, Minnesota
Type
Privately Held
Specialties
Annuities, Life Insurances, Securities, and Advisory Services

Employees at Gradient Financial Group

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Updates

  • On National Grief Awareness Day, this conversation is an important reminder for financial advisors: support comes before solutions. In this clip from Unfiltered & Unstoppable, guest Debbi M. discusses how listening, understanding, and thoughtful communication can help advisors build trust with widowed clients during one of life's most difficult transitions. Go watch the full episode today. https://hubs.ly/Q04vc95v0

  • This Women's Equality Day, we're handing the mic to one of our co-founders. Tami helped build Gradient from the ground up in a field that hasn't always made room for women. Hear her reflections on the journey, the lessons along the way, and why lifting up women in business is worth the work.

  • Credibility grows when you appear in the right places. Through TV and national publication placement opportunities, Luson Media helps financial advisors position their expertise where larger audiences are paying attention. Ask a Vice President of Marketing where you could show up next. 800.407.4137

  • Gradient Financial Group reposted this

    Honored to have been a featured speaker at the 2026 Gradient Evolve event in Nashville! I had the opportunity to share our firm’s story, the evolution of our business, and some of the lessons we’ve learned along the way. More importantly, I enjoyed connecting with an incredible group of financial professionals who are thinking intentionally about what’s next for their own businesses. I’m grateful for the opportunity to share our experience and for the partnership, resources and people at Gradient Financial Group who continue to play an important role in our growth. There’s always another level—and continuing to evolve is what gets you there. #GradientEvolve #FinancialAdvisor #BusinessGrowth #FinancialServices #Leadership

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  • Three days of ideas, connection and inspiration in Nashville. Gradient Evolve 2026 brought advisors together to learn directly from some of Gradient’s top producers, exchange ideas and discover new opportunities for growth. Thank you to everyone who made Gradient Evolve 2026 such a memorable experience!

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  • Do you know the warning signs of financial exploitation? On National Senior Citizens Day, it’s a great time to refresh your knowledge of the Senior Safe Act and learn how to recognize, prevent, and report suspected financial abuse against older adults. A little awareness can go a long way in protecting the older adults in your life.

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  • The most powerful thing about a podcast is that it makes people feel like they’re in the room with you. They hear your conversations. They understand your personality, your values and the way you serve your clients. They start to feel like they know you before they ever become a client. Luson Media helps financial advisors start, manage and host their own podcasts, so the people they want to work with hear from them directly. Want your own show? Call a Vice President of Marketing at 800.407.4137.

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