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.
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