Advisor at Sword and Shield Solutions LLC
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Firm
Sword and Shield Solutions LLC
Location
Savage, MN
Credentials
Series 63, Series 65
Industry experience
9 years
Bradley Hesselberg is a financial advisor with Sword and Shield Solutions LLC in Savage, MN, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at several related firms, including Gradient Investments, LLC and Gradient Wealth Management. In addition to his advisory role, he maintains an insurance practice. Sword and Shield Solutions LLC is a registered investment adviser offering non-discretionary asset management, financial planning, and consulting services, with an investment approach tailored to client objectives and risk tolerance. The firm also evaluates third-party managers and provides ongoing portfolio monitoring and liaison services.
Based on Sword and Shield Solutions LLC
Based on Sword and Shield Solutions LLC
Fixed fee between $500 and $2,500 for financial planning; fixed monthly fee of $100 for ongoing financial planning
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $5,000,000: 0.90% annually Over $5,000,000+: 0.80% annually
Insurance commissions from sales of investment related products by licensed insurance agents (approximately 20% of time spent by managing member)
Savage, MN
Minnesota
Sword and Shield Solutions LLC
2025 - Present (1 year)
Sword and Shield Solutions LLC
2024 - Present (2 years)
Gradient Investments, LLC
2023 - Present (3 years)
Performance Golf
2023 - 2023 (1 year)
Gradient Wealth Management
2018 - 2024 (6 years)
Gradient Securities, LLC
2016 - 2024 (8 years)
Gradient Securities LLC
2016 - 2023 (7 years)
PCS Residential
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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KMB Wealth Management, LLC
Series 63, Series 65
Bloomington, MN
Fiduciary Wealth
Series 65
Excelsior, MN
Bridgehaven Capital Management LLC
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