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Gwen Linette Bradley

Advisor at Wells Fargo Clearing — Alexandria, MN

Updated today

Credentials

Series 65, Series 63

Experience

8 years

Location

Alexandria, MN 56308

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,116

Across 1,485 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Gwen Bradley is a financial advisor with Wells Fargo Clearing in Alexandria, MN, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked with Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2014. Outside of her advisory role, she is involved as a check-signer in B&A Construction LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Client services

Based on Wells Fargo Clearing

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Occupation focus

Based on Wells Fargo Clearing

Retired Founder/Business Owner

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Fee options

Fixed

One-time service fees payable immediately after service; ongoing fees paid quarterly

Percentage

$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually

Commissions

Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions

Other

Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable

Location

See office

Alexandria, MN

304 Maple St

Alexandria MN 56308

Advisors at this office

1

Most active in

Minnesota

Work history

8 years of industry experience

Wells Fargo clearing Services LLC

2018 - Present • 8 years

Alexandria, MN

Wells FArgo Bank NA

2014 - Present • 12 years

Alexandria, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Daniel K

Series 63, Series 65

Alexandria, MN

Fortis Group Advisors LLC

Daniel Kalina is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, LLC and Invest Financial Corporation. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using institutional share classes and risk-profiling technology, and offers both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing Founder/Business Owner Executive
user avatar

Brian F

Series 63, Series 65

Alexandria, MN

Focus Financial

Brian Fleming is a financial advisor with Focus Financial in Alexandria, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Focus Financial and OSAIC since 2012. Fleming serves as a board member and volunteer with local Cub Scouts and Boy Scouts, and he is president of a nonprofit organization supporting Munchausen syndrome awareness. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, providing a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Executive Founder/Business Owner
user avatar

Will O

CFP®, Series 65

Alexandria, MN

Inspire Advisors, LLC

Will Odland is a CFP® and Series 65-licensed financial advisor at Inspire Advisors, LLC with two years of industry experience. Prior to joining Inspire Advisors, he worked at Vermillion Wealth Management Inc. and Rosemount, Inc., among other firms. He is also a licensed insurance agent offering annuities, life, disability, and long-term care insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, serving individual clients—including high-net-worth individuals—as well as institutions and charitable organizations. The firm emphasizes Biblically Responsible Investing through its proprietary tools and employs a mix of fundamental, technical, and quantitative methods to construct portfolios, often delegating management to sub-advisors or affiliated managers.

ESG / Sustainable investing
user avatar

Brett M

CFP®, Series 66

Alexandria, MN

Focus Financial

Brett Maloney is a CFP® with seven years of experience in financial advising, currently associated with Focus Financial and OSAIC. His background includes service in the United States Air Force and brief tenures at Aagard and a period of unemployment in 2018. He is also the owner of Maloney Financial LLC, established for tax purposes related to his securities business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed account services, retirement plan consulting, and financial planning with diverse investment strategies.

Executive Founder/Business Owner
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Christine S

Series 63, Series 65

Alexandria, MN

Private Advisor Group, LLC

Christine Schroeder is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2012 and previously at Merrill from 2004 to 2012. She operates under the DBA StoneBridge Wealth Management in Alexandria, MN. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model with multiple investment strategies and utilizes proprietary technology platforms for portfolio management.

Annuities Founder/Business Owner
user avatar

Mark O

Series 63, Series 65

Alexandria, MN

Private Advisor Group, LLC

Mark Opp is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior work includes eight years at Merrill followed by roles at both Private Advisor Group and LPL Financial since 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment methods, often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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