Paula Brennan

Employer firm

Gradient Advisors, LLC CRD 152665

$289M regulatory AUM 64 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 03/2020
  Academy Of Self Defense
  Santa Clara, CA
• 03/2020 → Present
  Gradient Advisors
  Arden Hills, MN
• 05/2005 → Present
  Self Employed
  San Jose, CA

Other Businesses

PB Strategic Financial Solutions life and annuity sales, investment related, independent life agent, start date 5.2005-present address. 1582 Fitchville Ave. San Jose, CA 95126 appx 80-100hrs/month which at least 1/2 is during trading hours. Duties include insurance sales, marketing, training, client interface, running illustrations, case design, ect.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-11

Other Names

• Brennan Paula