David William Brady

ChFC

Gradient Wealth Management

33 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management

Gradient Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

96 advisors

Number of Clients

3,268 clients

Average Client Portfolio

$181K average

Assets Under Management

$591.1M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

4105 Lexington Avenue, Suite 380, Arden Hills, MN, 55126

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2008

Closed-No Action

Customer Dispute

March 2007

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

David is the owner of Brady Associates Financial Services, an insurance and securities/advisory business, and spends a few hours per week on it. He also owns Brady Associates Inc., a real estate, consulting, and accounting entity, dedicating a few hours per week to managing rentals, consulting, and related tasks.