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Brian Joseph Godfrey

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
168 advisors
Number of Clients
3,220 clients
Average Client Portfolio
$68K average
Assets Under Management
$218.6M

Fee Structure

Minimum Investment:None
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Location

4105 Lexington Avenue N., Suite 225, Arden Hills, MN, 55126

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian is an Investment Advisor Representative and owner, dedicating about half of his time to this role. He also operates Rooted Financial, LLC under the DBA Brian Godfrey - Key Retirement Services, where he works as an insurance agent offering insurance products and services, also dedicating about half of his time.

Employment History
Current Registrations
Gradient Advisors, LLC
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Sequent Planning, LLC
November 2019 - December 2023 · 4 yrs 1 mo
Gradient Securities, LLCBroker
February 2019 - November 2019 · 9 mos
Gradient Wealth Management
February 2019 - November 2019 · 9 mos
Cambridge Investment Research Advisors, INC.
August 2018 - December 2018 · 4 mos
Cambridge Investment Research, INC.Broker
June 2018 - December 2018 · 6 mos
State Farm Vp Management CORP.Broker
December 2012 - October 2013 · 10 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
Brian Joseph Godfrey - Financial Advisor | TrueAdvisor