Brandon Lee Ulmer

CFP

Gradient Advisors, LLC

9 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning

Gradient Advisors, LLC

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

Location

4105 Lexington Avenue, Suite 380, 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.

Other Business Activities

Brandon is a public notary in Minnesota since 2022, notarizing documents as needed. This activity is not investment-related and requires minimal time.