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Sandra Kay Brown

Advisor at Gradient Advisors, LLC — Peru, IL

Updated today

Credentials

Series 65

Experience

7 years

Location

Peru, IL 61354

Gradient Advisors, LLC logo

Gradient Advisors, LLC

Multi-team

Total advisors

185

Across 153 offices

Clients per advisor

12 Very Low

Avg AUM per client

$134,534 Very Low

HNW client ratio

2% Very Low

About

Sandra Brown is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and seven years of industry experience. She has been with Gradient Advisors since 2020 and previously worked at AE Wealth Management and Brokers Financial. Brown is also involved with Senior Watchdog, Inc., where she provides insurance sales and services. Gradient Advisors, LLC delivers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that includes documented client risk assessments and fundamental, technical, and cyclical portfolio analysis.

Client services

Based on Gradient Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Gradient Advisors, LLC

Retirement income strategy General tax planning

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Fee options

Other

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).

Location

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Peru, IL

910 Shooting Park Road

Peru IL 61354

Advisors at this office

1

Most active in

Illinois · Texas

Work history

7 years of industry experience

Gradient Advisors, LLC

2020 - Present • 6 years

Arden Hills, MN

AE Wealth Management, LLC

2020 - 2020 • 1 year

Topeka, KS

Brokers Financial

2018 - 2018 • 1 year

Urbandale, IA

Senior Watchdog, Inc.

2017 - Present • 9 years

Lasalle, IL

Giles Insurance

2015 - 2017 • 2 years

Germantown Hills, IL

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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John B

Series 63, Series 65

Oglesby, IL

Lincolnbridge Financial Planning, LLC

John Bellino is a financial advisor at LincolnBridge Financial Planning, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and BTNJT, Inc. Bellino’s background includes roles spanning wealth management and financial services. LincolnBridge Financial Planning manages approximately $39.8 million for about 118 clients, including individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and cyclical analysis to tailor portfolios that may include stocks, bonds, ETFs, options, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing
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Gregory V

ChFC®, Series 66

Oglesby, IL

Lincolnbridge Financial Planning, LLC

Gregory Vogel is a financial advisor at LincolnBridge Financial Planning, LLC with the ChFC® designation and two years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and State Farm Insurance, where he spent over three decades. LincolnBridge Financial Planning manages approximately $39.8 million for around 118 clients, including individuals, trusts, pension plans, and business entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a multi-disciplinary investment process and serving both retail and institutional clients.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing
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Michael B

ChFC®, Series 63

Oglesby, IL

Lincolnbridge Financial Planning, LLC

Michael Barrie is a ChFC® credentialed financial advisor with 11 years of industry experience. He currently works at Lincolnbridge Financial Planning, LLC and has prior experience at Northwestern Mutual Wealth Management Company and Illinois Valley Community College. Barrie serves as a board member of Illinois Valley Credit Union. Lincolnbridge Financial Planning manages approximately $39.8 million for individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, comprehensive portfolio management, and retirement plan consulting through a multi-disciplinary investment process.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing
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Ian N

Series 65

Hennepin, IL

Cyr Financial Inc.

Ian Nichols is a Series 65-licensed financial advisor with Cyr Financial Inc. in Princeton, IL, bringing seven years of industry experience. His background includes roles at Nordstrom Farms and Thacker Farms, as well as a position at Illinois Valley Community College. Nichols serves as a board member trustee for the Starved Rock Flying Club. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans, offering discretionary investment management along with financial and estate planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, providing continuous account monitoring and both project-based and ongoing planning engagements.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Andrea B

Series 65

Hennepin, IL

Cyr Financial Inc.

Andrea Brannon is a financial advisor at Cyr Financial Inc. with four years of industry experience. She holds the Series 65 designation and has been with Cyr Financial since 2012. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by offering discretionary investment management alongside financial and estate-planning services. The firm uses proprietary investment models across various asset classes and provides ongoing planning, tax and accounting services, and estate document preparation.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Caleb B

CFP®, ChFC®, Series 63

Hennepin, IL

Cyr Financial Inc.

Caleb Bjerk is a CFP® and ChFC® with seven years of experience in financial advising. He is currently with Cyr Financial Inc., where he has worked since 2026. His prior experience includes roles at Modern Wealth Management, Wade Financial Advisory, Northwestern Mutual Investment Services, and Adam Goetzka. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by providing discretionary investment management alongside financial planning and estate-planning services. The firm uses proprietary investment models and a variety of asset classes, offering continuous account monitoring and both project-based and ongoing planning engagements.

Active portfolio management Private / alternative investments Annuities General retirement planning
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