Brian Keith Wolfe

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

• 10/2013 → Present
  Gradient Advisors, Llc
  Arden Hils, MN
• 01/2013 → 03/2024
  Independent Living Financial
  Fairview Heights, IL

Other Businesses

1) Independence Wealth Advisory INC; Investment Related; 331 Salem Place Suite 225-B Fairview Heights IL 62208; Financial Planning; Owner; Investment Advisor Representative; 03/2024; 160 hr/mo; 160 hr/mo during trading; Advisory and Insurance Sales

Designations

• Chartered Financial Consultant