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Brandon Lee Ulmer

Gradient Securities, LLC

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About Brandon Lee Ulmer

Brandon Ulmer is a financial advisor registered with Gradient Securities, LLC and Gradient Advisors, LLC in Arden Hills, Minnesota. Brandon is a Certified Financial Planner™ professional. Brandon has been active in the financial services industry since January 2016. Brandon holds FINRA Series 7 and 66 licenses. Brandon previously held a registration with Commonwealth Financial Network in New Brighton, Minnesota and Cetera Advisor Networks LLC in Minneapolis, Minnesota.

Firm Information

Brandon Ulmer is currently registered with Gradient Securities, LLC. Gradient Securities, LLC is a Limited Liability Company formed in April 2003. Based in Arden Hills, Minnesota, the firm provides investment advisory services to individuals, high-net-worth individuals, corporations, businesses, pension plans, and individuals other than high-net-worth. They offer financial planning, pension consulting, portfolio management, and selection of other advisers. The firm manages approximately $475 million in assets for over 6,600 clients.
Gradient Securities, LLC

4105 LEXINGTON AVENUE N

ARDEN HILLS, MN 55126

$475.17M

Assets Under Management

921

Total Clients

91

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Brandon Ulmer’s Registration & Firm History

MN

09/18/2024 - Present

Gradient Securities, LLC (ARDEN HILLS MN)

MN

06/01/2022 - 07/22/2024

COMMONWEALTH FINANCIAL NETWORK (NEW BRIGHTON MN)

MN

12/21/2015 - 06/03/2022

CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/28/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Lee Ulmer.
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