Brian Keith Wolfe
Investment adviser representative at Gradient Advisors, LLC
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$289.3MFirm assets
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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
13 years in the industry.
- Gradient Advisors, LLCOct 2013 to now
- Independent Living FinancialJan 2013 to Mar 2024
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6260343
- Firm CRD
- 152665