BB
BB

Brady Lee Black

2 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

Brady is an Investment Advisor Representative and owns Gradient Annuity Brokerage as VP of Strategic Partnerships (nearly full-time). He also owns Retire Kansas, a retail insurance business, and two rental companies, dedicating minimal time to each.

Employment History
Current Registrations
Gradient Advisors, LLC
February 2023 - Present · 3 yrs
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.
Brady Lee Black - Financial Advisor | TrueAdvisor