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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Plain is a financial advisor with Gradient Advisors, LLC, located in Arden Hills, Minnesota. Brian has over 15 years of experience in the financial services industry. Brian Plain is a Certified Financial Planner. Brian is registered to provide investment advice in Illinois. Brian's firm, Gradient Advisors, LLC, offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They are a fee-based firm. Brian's previous firms include AUSDAL FINANCIAL PARTNERS, INC., LPL FINANCIAL CORPORATION, WATERSTONE FINANCIAL GROUP, INC., WOLF FINANCIAL MANAGEMENT, LLC, ING FINANCIAL ADVISERS, LLC, and MFS FUND DISTRIBUTORS, INC.
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
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2
MN
11/13/2014 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
IL
06/30/2010 - 11/14/2014
AUSDAL FINANCIAL PARTNERS, INC. (OAK PARK IL)
IL
09/14/2009 - 07/08/2010
LPL FINANCIAL CORPORATION (OAK PARK IL)
IL
05/04/2009 - 09/09/2009
WATERSTONE FINANCIAL GROUP, INC. (PALATINE IL)
IL
04/13/2006 - 04/01/2009
WOLF FINANCIAL MANAGEMENT, LLC (OAK BROOK IL)
CT
03/30/2005 - 03/31/2006
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
MA
10/25/2004 - 03/08/2005
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 10/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2014
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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