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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.

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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:

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  • About
  • Advisors
  • Programs
  • Contact