Brent J. Martinson

GRADIENT SECURITIES

Arden Hills, MN 55126

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CRD#: 4825581

Professional summary

Brent Joseph Martinson, CFP®, who also goes by Brent Martinson, is a registered financial advisor currently at GRADIENT SECURITIES, LLC located in Arden Hills, Minnesota.

Brent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Brent has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brent Martinson

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. CASE CENTRAL, LLC; INVESTMENT RELATED; 4105 LEXINGTON AVE N, ARDEN HILLS, MN 55126; FINANCIAL CASE MANAGER; START 4/2025; 160 HOURS PER MONTH; 160 HOURS DURING SECURITIES TRADING HOURS; PRODUCES FINANCIAL REPORTS FOR OUTSIDE ADVISORS. 2. RENTAL PROPERTY; NOT INVESTMENT RELATED; 9400 OLD CEDAR AVE S #326, BLOOMINGTON, MN 55425; OWNER; START 6/2009; 0 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; OWNER OF PROPERTY. 3. EAGAN HOCKEY ASSOCIATION; EAGAN, MN 55121; ASSISTANT COACH; START 11/2019; 25 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; VOLUNTEER COACH AT THE SQUIRT & PEE WEE LEVEL.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Joseph Martinson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Brent Joseph Martinson'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®

CFP^®

Certified Financial Planner

Experience

Current

April 23, 2025 - Present

GRADIENT SECURITIES, LLC

Office #1: 4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126Office #2: 4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126

RIA

CRD#: 127701

Arden Hills, MN

Current

April 23, 2025 - Present

GRADIENT SECURITIES, LLC

Office #1: 4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126Office #2: 4105 Lexington Avenue Suite 380, Arden Hills, MN 55126

RIA

CRD#: 127701

Arden Hills, MN

Past

May 12, 2023 - April 16, 2025

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

Eagan, MN

Past

May 12, 2023 - April 16, 2025

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

December 9, 2022 - April 6, 2023

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

Eagan, MN

Past

December 9, 2022 - April 6, 2023

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PITTSBURGH, PA

Past

February 20, 2014 - November 29, 2022

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

St. Paul, MN

Past

February 20, 2014 - November 29, 2022

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

ST. PAUL, MN

Past

February 5, 2010 - May 28, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

EDINA, MN

Past

June 20, 2008 - January 12, 2010

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

MINNEAPOLIS, MN

Past

November 18, 2005 - January 12, 2010

TD AMERITRADE, INC.

RIA

CRD#: 7870

MINNEAPOLIS, MN

Past

August 23, 2005 - January 12, 2010

TD AMERITRADE, INC.

CRD#: 7870

MINNEAPOLIS, MN

Past

August 20, 2004 - July 14, 2005

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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 SECURITIES, LLC

GRADIENT SECURITIES, LLC | SYM CAPITAL SECURITIES, LLC | GRADIENT WEALTH MANAGEMENT

CRD#: 127701 / SEC#: 801-80807, 8-66032

RIA

Registered Investment Advisory firm - SEC (1/8/2015 Approved)

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Minnesota
(4/23/2025)

IAR

Minnesota
(4/23/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/3/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/29/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/19/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/18/2018

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

GRADIENT SECURITIES, LLC

GRADIENT SECURITIES, LLC | SYM CAPITAL SECURITIES, LLC | GRADIENT WEALTH MANAGEMENT

CRD#: 127701 / SEC#: 801-80807, 8-66032

RIA

Registered Investment Advisory firm - SEC (1/8/2015 Approved)

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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Contact information

Main Address

4105 Lexington Avenue Suite 380, Arden Hills, MN 55126

Mailing Address

4105 Lexington Avenue Suite 380, Arden Hills, MN 55126

Phone number

(866) 991-1539

Established

Delaware since 04/09/2003

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

GWM ADV PART 2A & 2B (3/28/2025)

Direct owners and executive officers

Name	Position	CRD#
MERAKI PRIVATE EQUITY, LLC	OWNER
JOCHUM, JAMIE LEE	FINOP	4459768
LUCIUS, CHARLES EDWARD	OWNER MERAKI PRIVATE EQUITY, LLC	1012912
LUCIUS, TAMI JEAN	OWNER MERAKI PRIVATE EQUITY, LLC	2371362
NELSON, ROBERT SCOTT	PRESIDENT & ELECTED MANAGER	4237080
REMME, BRIAN ANDREW	CHIEF COMPLIANCE OFFICER	3103459

Regulatory assets under management

Total Number of Accounts	7,322
AUM (Assets Under Management)	$ 591,069,287

Disclosures

Regulatory Event

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

Brent J. Martinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Joseph Martinson's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Brent Joseph Martinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT SECURITIES, LLC

EMPOWER ADVISORY GROUP, LLC

EMPOWER FINANCIAL SERVICES, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

TRANSAMERICA RETIREMENT ADVISORS, LLC

TRANSAMERICA INVESTORS SECURITIES, LLC

FIDELITY BROKERAGE SERVICES LLC

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

GRADIENT SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/3/2005

Series 63

Date: 9/29/2004

SIE

Date: 10/1/2018

Series 7

Date: 8/19/2004

Series 24

Date: 7/18/2018

FINRA

Current Firm

GRADIENT SECURITIES, LLC

Contact information

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

GRADIENT SECURITIES, LLC

TRUST BUT VERIFY

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