Matthew Bryant
Advisor at Paladin Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Paladin Capital
Location
Arden Hills, MN 55126
Credentials
Series 63, Series 65
Industry experience
13 years
About
Matthew Bryant is a financial advisor with Paladin Financial in Arden Hills, MN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Gradient Investments and several Paladin-affiliated entities, including Paladin Legal Services, where he provides administrative support for estate planning. He is also involved in insurance sales through Paladin Insurance, dedicating a portion of his time to that business. Paladin Wealth, LLC serves individual clients and retirement plans with discretionary portfolio management, financial planning, and limited-scope ERISA 3(21) fiduciary services. The firm uses a combination of fundamental, technical, and cyclical analysis across various investment strategies and integrates third-party managers and model portfolios to meet client objectives.
Client services
Based on Paladin Capital
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Fixed fees for financial planning services ranging from $500 to $25,000.
1.50% annually (flat rate on entire portfolio, negotiable)
$350 per hour for financial planning services.
Minimum fee: $15 quarterly service fee technology fee per account or investment strategy for performance and reporting.
Location
4105 Lexington Avenue North, Suite 230
Arden Hills, MN 55126
Most active in
Matthew B has reported serving >5 clients in these states in the last 12 months.
Kansas · Minnesota · Texas
Work history
Paladin Legal Services, LLC
2024 - Present (2 years)
Gradient Securities
2023 - Present (3 years)
Paladin Insurance, LLC
2023 - Present (3 years)
Paladin Capital, LLC
2023 - Present (3 years)
Paladin Financial
2023 - Present (3 years)
Gradient Investments, LLC
2011 - 2023 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Samuel S
Verified by Warmer
Series 63, Series 66
White Bear, MN
Greenup Wealth
Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.
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