Jeffrey Knoedl
Advisor at Gradient Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Gradient Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
North Little Rock, AR 72113
Credentials
Series 63, Series 65
Industry experience
15 years
Jeffrey Knoedl is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Gradient Advisors since 2020 and concurrently operates Knoedl Retirement Advisors, which he has been affiliated with since 2010. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a range of analytical tools and strategies to tailor portfolio services, primarily delivered on a non-discretionary basis.
Based on Gradient Advisors, LLC
Minimum fee: Financial planning fees range from $300 up to more than $2,000, negotiable based on complexity and advisor experience. Fee-only: Fixed fees for financial planning and consulting services, negotiable between $300 and over $2,000, possibly recurring (e.g., quarterly).
8428 Counts Massie Road, Suite B
North Little Rock, AR 72113
Arkansas · Texas
Gradient Advisors
2020 - Present (6 years)
Knoedl Retirement Advisors
2016 - Present (10 years)
AE Wealth Management
2016 - 2020 (4 years)
Knoedl Retirement Advisors, LLC
2010 - 2016 (6 years)
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Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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