BW
ChFC
BW
ChFC

Brian Keith Wolfe

12 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 the owner and investment advisor representative at Independence Wealth Advisory INC, providing financial planning services. He dedicates full-time hours to this role, including advisory and insurance sales.

Employment History
Current Registrations
Gradient Advisors, LLC
October 2013 - Present · 12 yrs 4 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.