Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Brennan is a registered Investment Advisor Representative with Gradient Advisors, LLC. Paula has been in the industry since 2005 and is licensed in California. Paula is a Series 65 licensed advisor. Paula specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations, and pension plans. Paula's firm, Gradient Advisors, is a firm with a focus on providing financial planning and portfolio management 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
03/31/2020 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
IA
Issued 03/11/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Paula Brennan is the right advisor for you? Invested Better is here to help.
