{"id":313,"date":"2016-09-14T15:24:44","date_gmt":"2016-09-14T20:24:44","guid":{"rendered":"http:\/\/gpswp.com\/senioradvisorygroupllc\/?page_id=313"},"modified":"2024-03-11T09:12:01","modified_gmt":"2024-03-11T14:12:01","slug":"about","status":"publish","type":"page","link":"https:\/\/gpswp.com\/senioradvisorygroupllc\/about\/","title":{"rendered":"About"},"content":{"rendered":"

Senior Advisory Group, LLC\u00a0is an independent registered investment advisor serving Baton Rouge, Louisiana and surrounding communities and provides financial planning and access to third-party asset management. Our mission is to provide the families and businesses we serve with innovated financial strategies, solutions and planning that can result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are our tenets of success.<\/p>\n

Senior Advisory Group, LLC provides investors custom-tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts through our partnerships with third-party money managers. Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Senior Advisory Group, LLC is legally obligated to put our clients\u2019 interests first.<\/p>\n

We empower you to navigate today\u2019s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.<\/p>\n

*Insurance offered through S. E. Earle Management, Inc.<\/p>\n

\n

\"shane\"Shane Earle<\/strong>
President\/Owner<\/strong><\/em><\/p>\n

Shane Earle’s mission is to help Louisiana retirees save up to 50% in taxes and increase retirement income by as much as 30%.<\/p>\n

Shane has taught financial planning classes at one of the nations largest financial organizations. He regularly helps workers at large corporations understand and implement a distribution plan for their safe and secure retirement.<\/p>\n

Shane is a radio host of Baton Rouge’s Senior Advisory Hour Local to Baton Rouge<\/em> on TALK 107.3 and the publisher of Senior Living,<\/em> an easy-to-read newsletter suited for those already retired or about to enter retirement.<\/p>\n

Shane lives with his wife, Lori, and his two children, Matt and Jack, in Walker. Do not miss the opportunity to learn the best ways to protect and grow your assets.<\/p>\n

\n

Strategic Alliances<\/h1>\n<\/div>\n

\"schmidt\"Michael Binger, CFA\u00ae
<\/b>President<\/strong><\/em>
Gradient Investments, LLC<\/strong><\/em><\/span><\/p>\n

Mr. Binger is the President of Gradient Investments. He has been with Gradient Investments since 2012 and has more than 30 years of total investment management experience. Mr. Binger\u2019s prior roles include managing multi-billion dollar investment products for a large institutional asset manager. He graduated with a bachelor\u2019s degree from the University of Minnesota and is a CFA\u00ae charterholder. We believe that he brings a depth of market experience that is rare within the industry and has been a featured contributor with several media outlets including CNBC, Fox Business, Barron\u2019s, and The Wall Street Journal.<\/p>\n

\n

\"JeremyJeremy Bryan, CFA\u00ae
Senior Portfolio Manager<\/em>
Gradient Investments, LLC<\/em><\/b><\/p>\n

Mr. Bryan is a Senior Portfolio Manager for Gradient Investments. He has been with Gradient Investments since 2016 and has over 15 years of total investment management experience. Mr. Bryan\u2019s job history includes equity research and portfolio management roles for institutional asset managers in Minneapolis and New York. He has been a frequent contributor to media outlets including CNBC, Fox Business, Reuters, and The Wall Street Journal. Mr. Bryan graduated with a bachelor\u2019s degree from St. Cloud State University, earned an MBA from the University of St. Thomas, and is a CFA\u00ae charterholder.<\/p>\n

\n

\"Keith\"Keith Gangl, CFA\u00ae
Portfolio Manager<\/em>
Gradient Investments, LLC<\/em><\/b><\/p>\n

Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA\u00ae charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor\u2019s Business Daily, Nasdaq, Reuters, and Bloomberg.<\/p>\n

\n

\"Tyler\"Tyler Ellegard, CFA\u00ae
Portfolio Manager<\/em>
Gradient Investments, LLC<\/em><\/b><\/p>\n

Tyler joined Gradient Investments in 2018 after prior roles with a large retail wealth advisory firm. Tyler has developed experience with financial advice, asset allocation, and investment analysis across the asset spectrum. He is a CFA\u00ae charterholder and has been featured in media outlets including TD Ameritrade Network, Reuters and the Wall Street Journal.<\/p>\n\n\n

<\/div>\n\n\n\nThis 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\u2019s 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.<\/i><\/small>\n","protected":false},"excerpt":{"rendered":"

Senior Advisory Group, LLC\u00a0is an independent registered investment advisor serving Baton Rouge, Louisiana and surrounding communities and provides financial planning and access to third-party asset management. Our mission is to provide the families and businesses we serve with innovated financial strategies, solutions and planning that can result in financial clarity, security and overall financial health. 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