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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Brungard is a financial advisor in Arden Hills, Minnesota. Daniel has been working in the financial services industry since 2009 and has experience with Gradient Advisors, LLC and Pruco Securities, LLC. Daniel is licensed in Missouri and holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE exam. Daniel offers financial planning, portfolio management, and pension consulting services to individuals, businesses, and pension and profit sharing plans. Daniel Brungard is part of Gradient Advisors, LLC. Gradient Advisors, LLC is a fee-based advisory firm that specializes in providing financial advice to high-net-worth individuals, corporations, and pension and profit sharing plans. Gradient Advisors, LLC offers financial planning, portfolio management, and pension consulting services.
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
06/28/2023 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
MO
10/09/2013 - 12/16/2022
PRUCO SECURITIES, LLC. (St. Louis MO)
MO
11/18/2009 - 10/03/2013
NEW ENGLAND SECURITIES (ST. LOUIS MO)
BOTH
Issued 03/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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