Bradley Clifton Freels

Gradient Advisors, LLC

8 Years of Experience

1 DisclosureSells Insurance

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 N., Suite 225, Arden Hills, MN, 55126

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History

Regulatory History (1)

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Criminal

June 1980

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Bradley owns Southwest Wealth Management, LLC, offering wealth management, advisory services, and insurance sales. He also owns Southwest Retirement Resources, Inc., which focuses on insurance sales, Medicare products, and long-term care, since 2011.

Employment History

Current Registrations

Gradient Advisors, LLC

January 2017 - Present · 9 yrs 1 mo

State Registrations2 states

OKTX

Advisor

Exams

No exam information available for this advisor.