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Mark Brian Fricks

Gradient Investments, LLC

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About Mark Brian Fricks

Mark Fricks is a registered investment advisor representative with Gradient Investments, LLC and Masterplan Retirement Consultants. Mark has been working in the financial services industry for over 20 years. Mark holds Series 6, 63, and 65 licenses. Mark works with individuals, families, and businesses to help them reach their financial goals. Mark is dedicated to providing personalized financial advice and building long-lasting relationships with clients.

Firm Information

Mark Fricks is currently registered with Gradient Investments, LLC. Gradient Investments, LLC is an investment advisor headquartered in Arden Hills, Minnesota. The firm provides portfolio management services for individuals, high-net-worth individuals, businesses, and pension and profit-sharing plans. Gradient Investments, LLC has approximately $5.3 billion in regulatory assets under management.
Gradient Investments, LLC

4105 LEXINGTON AVENUE NORTH

ARDEN HILLS, MN 55126

$5.27B

Assets Under Management

Not reported

Total Clients

19

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Mark Fricks’s Registration & Firm History

GA

04/01/2022 - Present

Gradient Investments, LLC (MARIETTA GA)

CA

08/12/2010 - 03/19/2012

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

GA

10/31/2005 - 07/14/2010

SAGEPOINT FINANCIAL, INC. (MARIETTA GA)

AZ

06/15/2000 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NA

06/02/1987 - 12/31/1992

PFS INVESTMENTS INC.

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Licenses & Designations

IA

Issued 10/03/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/14/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Mark Brian Fricks. Review regulatory record here.
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