Sandra Brown
Advisor at Gradient Advisors, LLC
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.
Advisor at Gradient Advisors, LLC
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.
Location
Peru, IL 61354
Credentials
Series 65
Industry experience
6 years
Sandra Brown is a Series 65 licensed financial advisor with six years of industry experience, currently with Gradient Advisors, LLC since 2020. She has previously worked at AE Wealth Management, LLC and Brokers Financial. Outside of her advisory role, she is involved in insurance sales and services through Senior Watchdog, Inc., a business she has been associated with since 2017. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and businesses. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to develop tailored investment strategies.
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).
910 Shooting Park Road
Peru, IL 61354
Illinois · Texas
Gradient Advisors, LLC
2020 - Present (6 years)
AE Wealth Management, LLC
2020 - 2020 (1 year)
Brokers Financial
2018 - 2018 (1 year)
Senior Watchdog, Inc.
2017 - Present (9 years)
Giles Insurance
2015 - 2017 (2 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.
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