Matthew
Engstrom
Gradient Advisors, LLC
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About this Advisor
Matthew Engstrom is a financial advisor based in Saint Paul, Minnesota, working with Gradient Advisors, LLC. Matthew has previously held positions at Amway, Learningrx, Northwestern College, Axa Advisors LLC, Principal Life Insurance Company, Princor Financial Services Corporation, Secured Retirement Advisors, LLC, Robert Halt & Assoc, Sagepoint Financial, Inc, Next Financial Group, Merrill Lynch, Pierce, Fenner & Smith Inc, Dewolf Ventures, Target, Fedex, Bank Of America N.A, Ameriprise Financial Services, LLC, Gradient Advisors, LLC, and Gradient Securities, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Minnesota, Nebraska, New Hampshire, and Texas. Currently, Matthew 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
Office Location
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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
Matthew Engstrom Work History
Gradient Advisors, LLC
Gradient Securities, LLC
Fedex
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Dewolf Ventures
Target
Fedex
Next Financial Group
Secured Retirement Advisors, LLC
Sagepoint Financial, Inc
Amway
Learningrx
Axa Advisors LLC
Principal Life Insurance Company
Princor Financial Services Corporation
Northwestern College
Robert Halt & Assoc
Disclosures
Please visit the SEC profile of Matthew Engstrom 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
Orlando, FL
Wayzata, MN
Mechanicsville, VA
Marietta, GA
Saint Paul, MN
Saint Paul, MN
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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