Brian
Godfrey
Gradient Advisors, LLC
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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
Services Offered
Fee Structure
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Gradient Advisors, LLC Brokerage Details
$207,096,853
157
2,706
$76,532
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
Gradient Advisors, LLC
Rooted Financial Services, LLC
Gradient Securities, LLC
Brian Godfrey
Barwick Cpa
Sequent Planning, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research, Inc
Hartford Financial Group
Cambridge Investment Research Advisors, Inc
Picket Fence Tax Service/Financial
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
Saint Paul, MN
Saint Paul, MN
Wilmington, NC
Saint Paul, MN
Lincoln, NE
Saint Paul, MN
Marietta, GA
Saint Paul, MN
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