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ChFC
BG
ChFC

Brandon Todd Green

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment 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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brandon owns Third Rail Financial, LLC, where he sells insurance and fixed annuity products full-time. He also participates in committee work for the National Association of Insurance and Financial Advisors and the Million Dollar Round Table, and volunteers for the Houston Livestock Show & Rodeo.

Employment History
Current Registrations
Gradient Wealth Management
August 2016 - Present · 9 yrs 6 mos
Gradient Securities, LLCBroker
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Allstate Financial Services, LLCBroker
February 2009 - July 2016 · 7 yrs 5 mos
State Registrations2 states
CATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brandon Todd Green - Financial Advisor | TrueAdvisor