Thomas
Braun
Gradient Investments, LLC
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About this Advisor
Thomas Braun is a financial advisor based in Matthews, North Carolina with 5 years of relevant experience. Braun is on the advisory team at Gradient Investments, LLC. Braun has gained experience at Goldenguard Financial, Goldenguard Wealth Management, LLC and Gradient Investments, LLC. Braun maintains Series 63, Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Gradient Investments, LLC is a financial advisory firm that has its headquarters in Saint Paul, MN. It manages $4 billion in total assets between its 50,943 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 50,943 accounts, just 3% belong to high-net-worth investors who have greater than $1 million in investable assets. Gradient Investments, LLC has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors depend on the financial services. Fee types billed by Gradient Investments, LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gradient Investments, LLC Brokerage Details
$4,017,970,656
38
50,943
$78,872
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Thomas Braun Work History
Thomas has been registered as a financial advisor for 5 years.*
Gradient Investments, LLC
Goldenguard Wealth Management, LLC
Goldenguard Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Braun 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 Investments, LLC
Durham, NC
Saint Paul, MN
Dublin, OH
Saint Paul, MN
Raleigh, NC
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
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