Welcome Gradient Investment Advisors

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FMT Solutions is looking forward to working with investment advisors affiliated with Gradient!

Prospective advisors must have a Series 65 or Series 66 and should have at least 5-10 years of experience with providing comprehensive retirement planning.

How it works: FMT Solutions provides everything you need to teach retirement courses: instructors licensing, training on how to teach the courses, full service marketing campaigns, FINRA and MML reviewed and approved course materials, and RSVP service.

First step, apply to become a Licensed Instructor.

Key Contacts

Dave McDonald
Instructor Recruiting
FMT Solutions
503-878-8527
dave.mcdonald@fmtsolutions.com

Brian Gragert
VP of Marketing
Gradient Financial
(785) 861-1693
bgragert@gradientib.com

Start Your Application Here:

* Indicates required field

Name *

First

Last

Email *

Company Name *

Zip Code *

Phone Number *

Do you currently hold a Series 65 or 66 license? *

Yes No

Most of my clients are: *

Pre-Retirees (aged 20-50) Pre-Retirees (aged 50-65) Post-Retirees (aged 65-75) Post-Retirees (aged 75+)

What other credentials and designations do you currently hold? *