Matthew Robert Engstrom
Investment adviser representative at Gradient Advisors, LLC
11 yearsExperience
4 statesRegistered in
$289.3MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Gradient Advisors, LLCApr 2024 to now
- Gradient Securities, LLCApr 2024 to now
- FedexDec 2023 to May 2024
- Ameriprise Financial Services, LLCSep 2022 to Jan 2024
- Bank of America N.A.Apr 2020 to Sep 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Sep 2022
- FedexNov 2019 to Jan 2020
- TargetOct 2019 to Dec 2019
- Dewolf VenturesAug 2019 to Oct 2019
- Next Financial GroupApr 2018 to Jul 2019
- UnemployedNov 2017 to Apr 2018
- Sagepoint Financial, Inc.Jul 2017 to Nov 2017
- UnemployedFeb 2017 to Jul 2017
- Secured Retirement Advisors, LLCJan 2017 to Feb 2017
- Principal Life Insurance CompanyOct 2015 to Jan 2017
- Princor Financial Services CorporationOct 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 4 states (MN, NE, NH, TX).
Gradient Advisors, LLC
$289.3MAssets managed
2,152Clients
185Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6201341
- Firm CRD
- 152665