Brian
Godfrey

Gradient Advisors, LLC

CRD#4957441
Investment Advisor
in Saint Paul, MN

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About this Advisor

Brian Godfrey is a financial advisor based in Saint Paul, Minnesota, working with Gradient Advisors, LLC. Brian has previously held positions at Cambridge Investment Research, Inc, Senior Market Sales, Picket Fence Tax Service/Financial, Hartford Financial Group, Gradient Securities, LLC, Rooted Financial Services, LLC, Brian Godfrey, Barwick Cpa, Sequent Planning, LLC, Gradient Advisors, LLC, and Cambridge Investment Research Advisors, Inc. Brian has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Brian is part of Gradient Advisors, LLC, which operates out of Saint Paul, Minnesota. The firm has 129 offices and 157 employees. The firm manages assets totaling $207.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Gradient Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4105 Lexington Avenue N. Suite 225
Saint Paul, MN 55126

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Gradient Advisors, LLC Brokerage Details

Total Assets Under Management

$207,096,853

MN Average: $5,289,111,388
Total Number of Employees

157

MN Average: 157
Total Number of Accounts

2,706

MN Average: 8,262
Average Account Size

$76,532

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Brian Godfrey Work History

2023 - Present (1 year)

Gradient Advisors, LLC

2019 - Present (5 years)

Rooted Financial Services, LLC

2019 - 2019 (< 1 year)

Gradient Securities, LLC

2019 - 2019 (< 1 year)

Brian Godfrey

2019 - 2019 (< 1 year)

Barwick Cpa

2019 - 2023 (4 years)

Sequent Planning, LLC

2018 - 2018 (< 1 year)

Cambridge Investment Research, Inc

2018 - 2018 (< 1 year)

Cambridge Investment Research, Inc

2018 - 2018 (< 1 year)

Hartford Financial Group

2018 - 2018 (< 1 year)

Cambridge Investment Research Advisors, Inc

2015 - 2018 (3 years)

Picket Fence Tax Service/Financial

2013 - 2018 (5 years)

Senior Market Sales

Disclosures

Please visit the SEC profile of Brian Godfrey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gradient Advisors, LLC

John Dement
Marietta, GA
Scott Schloegel
Saint Paul, MN
Adam Estall
Saint Paul, MN
Stephen Walton
Mechanicsville, VA
Timothy Kaley
Saint Paul, MN
Jesse Wilson
Saint Paul, MN
Scott Ballinger
Lincoln, NE
Inge Babinciuc
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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