Thomas
Braun
Gradient Investments, LLC
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About this Advisor
Thomas Braun is a financial advisor based in Matthews, North Carolina, working with Gradient Investments, LLC. Thomas has previously held positions at Goldenguard Financial, Goldenguard Wealth Management, LLC, and Gradient Investments, LLC. Thomas has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Thomas is part of Gradient Investments, LLC, which operates out of Matthews, North Carolina. The firm has 39 employees and manages assets totaling $5.3 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Gradient Investments, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gradient Investments, LLC Brokerage Details
$5,268,163,746
39
56,752
$92,828
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
Gradient Investments, LLC
Goldenguard Wealth Management, LLC
Goldenguard Financial
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
Saint Paul, MN
Saint Paul, MN
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Saint Paul, MN
Durham, NC
Saint Paul, MN
Saint Paul, MN
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