Advisor at Gradient Advisors, LLC
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Firm
Gradient Advisors, LLC
Location
Sandpoint, ID 83864
Credentials
Series 65
Industry experience
9 years
Mark Jensen is a financial advisor with Gradient Advisors, LLC in Sandpoint, Idaho, holding a Series 65 credential and nine years of industry experience. He has served in the Army National Guard and works concurrently with Legacy Global Financial Group. Outside of his advisory role, Jensen is active as a real estate agent with Remax In Action. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a large network of advisors, delivering tailored portfolio services primarily on a non-discretionary basis and utilizing a combination of fundamental, technical, and cyclical analysis.
Based on Gradient Advisors, LLC
Minimum fee: Financial planning fees range from $300 up to more than $2,000, negotiable based on complexity and advisor experience. Fee-only: Fixed fees for financial planning and consulting services, negotiable between $300 and over $2,000, possibly recurring (e.g., quarterly).
414 Church Street, Suite 304
Sandpoint, ID 83864
Arizona · Idaho · Texas
Gradient Advisors, LLC
2016 - Present (10 years)
Legacy Global Financial Group
2016 - Present (10 years)
Army National Guard
2012 - 2018 (6 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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.
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.
Series 65
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