Daniel V. Brungard

GRADIENT ADVISORS

O Fallon, MO

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CRD#: 5731553

Professional summary

Daniel V Brungard, who also goes by Daniel Brungard, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in O Fallon, Missouri.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Daniel has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Brungard

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.

THE BRUNGARD GROUP LLC~2862 BROMLEY DRIVE, O'FALLON, MO 63368~RECREATION~N~EVENT CONSULTANT/TECHNICAL DIRECTOR FOR BICYCLE RACES~05/2010~5 HRS/MO~0 TRADING HRS/MO; USA CYCLING~210 USA CYCLING POINT, #100, COLORADO SPRINGS, CO 80919~RECREATION~N~LICENSED RACE OFFICIAL~02/2013~5 HRS/MO~0 TRADING HRS/MO Gateway Insurance Partners POSITION: Agent - Offering Medicare Supplements NATURE: Healthcare Medicare and Annuity INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/2022 ADDRESS: 2862 Bromley Drive, O Fallon MO 63368, United States DESCRIPTION: Offer Medicare supplement policies to the public. Daniel Brungard; Investment Related; 2862 Bromley Drive, O Fallon MO 63368; Investment Advisory; Owner; IAR; 06/2023; 100Hr/mo; 100hr/mo During trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel V Brungard'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

June 28, 2023 - Present

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

O Fallon, MO

Past

October 18, 2013 - December 16, 2022

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

St. Louis, MO

Past

October 9, 2013 - December 16, 2022

PRUCO SECURITIES, LLC.

CRD#: 5685

St. Louis, MO

Past

March 10, 2010 - October 3, 2013

NEW ENGLAND SECURITIES

RIA

CRD#: 615

ST. LOUIS, MO

Past

November 18, 2009 - October 3, 2013

NEW ENGLAND SECURITIES

CRD#: 615

ST. LOUIS, MO

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

Missouri
(6/28/2023)

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 66

Date: 3/6/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/24/2009

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: 1/7/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/17/2009

Investment Company Products/Variable Contracts Representative Examination

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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Firm Stability Insights

Daniel V. Brungard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel V Brungard's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/6/2010

Series 63

Date: 11/24/2009

SIE

Date: 10/1/2018

Series 7

Date: 1/7/2010

Series 6

Date: 11/17/2009

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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