Matthew S. Elkins

GRADIENT ADVISORS

Beaver, WV 25813

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CRD#: 4577563

Professional summary

Matthew Shawn Elkins, who also goes by Matt Shawn Elkins, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Beaver, West Virginia.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Matthew has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 11 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Shawn Elkins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Elkins Financial Services, Inc. | Investment Related | 968 Ritter Dr/PO BOX 1933, Beaver, WV 25813 | Financial and Retirement Planning | President | Investment Advisor Representative | Start date 8/2017 | 100hr/mo | 100hrs/mo during trading | Advisory and Insurance Services 2) NAME:MATTHEW ELKINS, VARIOUS HEALTH, LIFE & FIXED ANNUITY BROKER CONTRACTS, INV REL:Y, ADDR:VARIES, NATURE:INSURANCE SALES, LIFE, HEALTH, FIXED ANNUITIES, POSITION:BROKER, START:3/15/2004, NO HR/MO:20 NO HR/MO DUR TRADING:15, DUTIES:PRIMARILY MAINTENANCE OF EXISTING HEALTH/GROUP HEALTH ACCTS, FIXED LIFE ANNUITY POLICIES. 3) Kiwanis Club of Beckley, Inc | Not Investment Related | PO Box 753 Beckley WV 25802| Civic Organization | Treasurer | 10/2016 | 5hrs/mo | 4hrs/mo during trading | Collect member dues, donations, pay invoices, file tax 501c3 tax return

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Shawn Elkins's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 26, 2018 - Present

GRADIENT ADVISORS, LLC

Office #1: 968 Ritter Dr Po Box 1933, Beaver, WV 25813

RIA

CRD#: 152665

Beaver, WV

Past

June 22, 2011 - December 31, 2017

INDEPENDENCE CAPITAL CO., INC.

CRD#: 24723

BEAVER, WV

Past

September 18, 2006 - June 23, 2011

MML INVESTORS SERVICES, LLC

CRD#: 10409

BEAVER, WV

Past

July 13, 2005 - September 26, 2006

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

HURRICANE, WV

Past

July 13, 2005 - September 26, 2006

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

HURRICANE, WV

Past

March 26, 2004 - July 14, 2005

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

October 31, 2002 - March 16, 2004

UNITED BROKERAGE SERVICES, INC

CRD#: 39062

PARKERSBURG, WV

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

West Virginia
(10/26/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/12/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/28/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/2003

General Securities Representative Examination

General Industry/Product Exam

Series 11

Date: 10/30/2002

Assistant Representative-Order Processing Qualification Exam

Current Firm

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 Approved)

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Contact information

Main Address

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126

Mailing Address

Phone number

(877) 885-0508

Established

Firm type

Fiscal year end

# of Employees

169

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B 10-2025 (10/21/2025)

Regulatory assets under management

Total Number of Accounts	3,222
AUM (Assets Under Management)	$ 218,611,410

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew S. Elkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Shawn Elkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENCE CAPITAL CO., INC.

MML INVESTORS SERVICES, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

MML INVESTORS SERVICES, LLC

UNITED BROKERAGE SERVICES, INC

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/12/2018

Series 63

Date: 2/28/2003

SIE

Date: 12/31/2017

Series 7

Date: 8/25/2003

Series 11

Date: 10/30/2002

Current Firm

GRADIENT ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRADIENT ADVISORS, LLC

TRUST BUT VERIFY

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