Osaic Wealth
46yrs
Top advisor by experience in Arden Hills
37yrs
William Roach is a fiduciary financial advisor in Arden Hills, Minnesota, with 37 years in the industry. After eight years at Gradient Advisors, William joined Gradient Investments in 2025, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 226 advisors with offices in Arden Hills, and one of 191 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top advisor by experience at Gradient Investments
Office4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$329,502
Advisors at the firm31
States licensed ?1 state
Services through Gradient Investments
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2025 – nowWhichard Roach FinancialCurrent
- May 2025 – nowGradient Investments, LLCCurrent firm
- 2017 – 2025Gradient Advisors, LLCPreviously
Contact William
(888) 824-3525Gradient Investments main office 4105 Lexington Avenue North Suite 250Arden Hills, MN 55126Office · Get directions Facebook pageGradient Investments
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Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Gradient Investments at (888) 824-3525 and ask for William Roach. William works from the Arden Hills, MN office.
How long has William been a financial advisor?
William has been in the industry since 1989, about 37 years. Top advisor by experience at Gradient Investments.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Gradient Investments reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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