Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Allen Swanson is a financial professional with over 10 years of experience in the financial services industry. Brad is registered as a Registered Representative and Investment Advisor Representative with UMB Financial Services, Inc. and specializes in providing financial planning, portfolio management, and investment management services to individuals and businesses. Brad's experience with UMB Bank and UMB Insurance, Inc. allows Brad to provide a comprehensive approach to financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CO
03/16/2015 - Present
UMB Financial Services, Inc. (DENVER CO)
IA
Issued 03/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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