Gradepoint Financial
Company

Gradepoint Financial

Financial Services Services That Lift the Administrative Burden. 16 employees
Employees
16
Contacts
2
Emails
2
Phones
2

Gradepoint Financial Overview

Headquarters
Services That Lift the Administrative Burden.
Industry
Financial Services
Employees
16
Founded
2023
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Gradepoint Financial

At GradePoint Financial, we know independence doesn’t have to mean doing it all on your own. We’re a home for independent advisors who want to spend more time with clients—and less time running a business. From full operational support and collaborative advisor relationships to growth strategies and succession planning, we take care of the details so you can focus on what you do best. We specialize in helping advisors transition into independence, making sure the move is smooth, secure, and built for long-term success. But you don’t have to be in transition to find value here—any Wealth Management Advisor who’s ready to simplify their operations and grow with the right support will find what they need at GradePoint. If you’re looking for a place where you can be independent and feel supported, we’d love to talk. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through TSFG, LLC, a Registered Investment Advisor. TSFG, LLC and GradePoint Financial, LLC, are separate entities from LPL Financial.

Gradepoint Financial Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
2
66.7% coverage

Gradepoint Financial Org Chart

Sample employees and titles
Name Title Contact
Brad Bruna, Chfc Financial Services Leader - Operations Strategist - Team Builder
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Robert James, Chfc® Senior Vice President, Advisor Support at Gradepoint Financial
Email Phone
Jeff Hughes President, Gradepoint Financial Group
Email Phone

Employees by Management Level

Executive 2 profiles
Individual contributor 1 profile

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