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Brad Carl Miksek

United Advisors America

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About Brad Carl Miksek

Brad Miksek is a registered investment advisor representative with United Advisors America. Brad has been in the industry since 2014 and is currently licensed in Kansas, Minnesota, Pennsylvania, Texas, and Wisconsin. Brad holds the Series 65 and Series 63 licenses. Brad's specialties include providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Brad Miksek is currently registered with United Advisors America. United Advisors America is an investment advisor registered with the SEC. Headquartered in Prosper, Texas, the firm has 26 licensed agents and manages approximately $260 million in assets. They offer financial planning and portfolio management services to individuals and high-net-worth individuals.
United Advisors America

290 S PRESTON ROAD

PROSPER, TX 75078

$260.18M

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brad Miksek’s Registration & Firm History

TX

01/23/2025 - Present

United Advisors America (PROSPER TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brad Carl Miksek.
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