Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent A. Marshall is a financial advisor with Gradient Advisors, LLC. Brent A. Marshall has been a registered financial advisor since 1995 and has held previous positions at various firms including Stalwart Capital, LLC, Kalos Capital, Inc., USALLIANZ Securities, Inc., H.D. Vest Investment Services and Financial Network Investment Corporation. Brent A. Marshall has a strong background in financial and retirement planning and specializes in helping individuals, families and businesses achieve their financial goals. Brent A. Marshall is also a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS).
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
MN
06/28/2019 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
AZ
10/20/2010 - 07/08/2013
STALWART CAPITAL, LLC (BULLHEAD CITY AZ)
CA
01/03/2007 - 11/03/2008
KALOS CAPITAL, INC. (SANTA CLARITA CA)
MN
10/13/2005 - 05/10/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
TX
08/13/1998 - 11/08/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
CA
10/11/1995 - 05/28/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brent Marshall is the right advisor for you? Invested Better is here to help.
