Our Financial Professionals
Our mission is to work closely with our clients to design financial services 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 Retirement Inc.
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
KEITH GANGL,
CFA®
Senior Portfolio Manager of Gradient Investments, LLC
Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.
TYLER ELLEGARD,
CFA®
Senior Portfolio Manager of Gradient Investments, LLC
This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by an investment advisor representative of Gradient Advisors, LLC (GA). This investment advisor representative refers clients to GI for portfolio management services. GI does not pay separate compensation to GA in relation to its endorsement or any promotional services. However, GA receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. GA also shares in the revenue of GI via quarterly payments based on the amount of total assets GA places with GI. This endorsement incentivizes GA in increasing the assets placed with GI, and therefore the compensation received by GA. GA’s investment advisor representatives are not affiliated with or supervised by GI. An additional conflict of interest exists because GA and GI are under common ownership. While these conflicts of interest exist, investment advisor representatives of GA are subject to fiduciary duty and must act in the best interests of their clients. These investment advisor representatives and their clients are not required to use GI, and may select other investment managers.