What departments does Gradient Financial Group have?

Gradient Financial Group has employees across 17 departments including Information Technology, Entrepreneurship, Marketing, Travel, Operations.

What is the largest department at Gradient Financial Group?

The largest department at Gradient Financial Group is Marketing with 7 employees.

Where are Gradient Financial Group employees located globally?

Gradient Financial Group has employees across 5 continents and 11 countries including Japan, Russian Federation, Germany, Serbia, Romania.

How has Gradient Financial Group's team size changed over time?

Gradient Financial Group's team has decreased from approximately 187 to 185 employees based on available data.

Gradient Financial Group Employee Directory

Financial ServicesMinnesota, United States201-500 Employees

Gradient Financial Group is a financial services enterprise offering a diverse portfolio of products, including insurance, investment advisory services, asset management, securities, mortgage banking, and its exclusive KonnexME platform. It supports independent financial professionals and their clients by emphasizing long-term relationships and a diversified approach to financial planning. Founded by Chuck and Tami Lucius over the past decade, the firm is based in Arden Hills, Minnesota, and positions itself as a partner-oriented organization grounded in family, responsibility, and innovation.

The company operates through a network of affiliated professionals within a family of companies, pursuing a diversified, long-term approach to meeting clients' financial needs. In January 2026, Gradient Financial Group announced that Wealthbox Enterprise CRM and the Wealthbox AI Notetaker will be rolled out across its 13-company network of professionals and employees.

Gradient Financial Group Global Highlights

North America
284

United States Of America
283
Canada
1

Europe
9

United Kingdom Of Great Britain And Northern Ireland
3
Serbia
2
Romania
2
Germany
1
Finland
1

Asia
3

Russian Federation
2
Japan
1

Oceania
1

Australia
1

Gradient Financial Group's Leadership

P. P.
Chief Executive Officer
Mobile Phone
Email
M. J.
Chief Information Officer
Mobile Phone
Email
W. W.
Vice President Marketing
Mobile Phone
Email
L. L.
Vice President Of Gradient Annuity Brokerage
Mobile Phone
Email
G. H.
Vice President Of Marketing
Mobile Phone
Email
M. B.
Vice President Of Marketing
Mobile Phone
Email
N. L.
President
Mobile Phone
Email
B. M.
President
Mobile Phone
Email

Gradient Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Arts & Design
Accounting
Business Development
Program & Project Management
Other
Finance

Contact profiles from Gradient Financial Group

Name

Title

Contact Info

Location

Last Update

N. L.
President
Mobile Phone
Email
May 13, 2026
M. J.
Chief Information Officer
Mobile Phone
Email
Jul 16, 2026
B. M.
President
Mobile Phone
Email
Jul 17, 2026
P. P.
Chief Executive Officer
Mobile Phone
Email
Oct 22, 2024
S. M.
President
Mobile Phone
Email
Jun 25, 2025
W. W.
Vice President Marketing
Mobile Phone
Email
Jun 28, 2026
L. L.
Vice President Of Gradient Annuity Brokerage
Mobile Phone
Email
Jun 28, 2026
G. H.
Vice President Of Marketing
Mobile Phone
Email
Jun 08, 2026
M. B.
Vice President Of Marketing
Mobile Phone
Email
Oct 17, 2024
C. R.
Director Of Events & Travel
Mobile Phone
Email
Jun 30, 2026

Frequently Asked Questions

What is Gradient Financial Group known for?

Gradient Financial Group operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-800-407-****

. Explore Gradient Financial Group's company overview page for more information.

What is Gradient Financial Group's most common email format?

Gradient Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Gradient Financial Group email formats with LeadIQ.

How many employees does Gradient Financial Group have currently?

Gradient Financial Group has approximately 208 employees as of July 2026. These team members are located across 4 continents, including North AmericaEuropeAsia.

Who are Gradient Financial Group's key employees and leadership?

As of July 2026, Gradient Financial Group's key employees include:

Chief Executive Officer: P. P.
Chief Information Officer: M. J.
Vice President Marketing: W. W.
Vice President Of Gradient Annuity Brokerage: L. L.
Vice President Of Marketing: G. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Gradient Financial Group Employee Directory

Find Gradient Financial Group employees' phone numbers or email addresses

Name search is limited — try advanced search instead