Our Financial Professionals
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Brad Freels
PRESIDENT & FOUNDER
As a Financial Advisor, Brad is the Founder and President of Southwest Wealth Management LLC.
With years of experience in the Financial Services Industry, Brad has guided many Oklahomans through market fluctuations, while providing retirement and income planning and needs specific wealth management strategies.
Brad’s mission is to provide families with planning and strategies that can lead to financial clarity, longevity and financial security.
Brad and his lovely wife Fran have been married for 37 years and their son Taylor is a US Marine and all are loyal members of The Quail Springs Baptist Church and supporters of The M516 movement ministry.
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
JEREMY BRYAN,
CFA®
Portfolio Manager of Gradient Investments, LLC
KEITH GANGL,
CFA®
Portfolio Manager of Gradient Investments, LLC
TYLER ELLEGARD, CFA®
Portfolio Manager of Gradient Investments, LLC
*This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.