Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Reichert is a financial advisor with over 20 years of experience in the industry. Brad is currently registered with Cambridge Investment Research Advisors, Inc. in Arizona. Brad specializes in providing financial planning and portfolio management services to a wide range of clients, including high-net-worth individuals, families, and businesses. Brad is committed to helping clients achieve their financial goals and objectives. Brad is also a Certified Financial Planner, Chartered Financial Consultant, and Chartered Financial Analyst.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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2
AZ
10/17/2023 - Present
Cambridge Investment Research Advisors, Inc. (Phoenix AZ)
AZ
11/26/2018 - 04/26/2019
MML INVESTORS SERVICES, LLC (PHOENIX AZ)
AZ
04/08/2011 - 06/16/2011
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
AZ
10/12/2010 - 02/11/2011
PROEQUITIES, INC. (PHOENIX AZ)
AZ
10/25/2006 - 04/23/2009
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
12/08/2005 - 08/30/2006
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
IA
01/03/2005 - 03/16/2005
AMERICAN FINANCIAL SECURITIES, INC. (CEDAR FALLS IA)
MI
07/23/2001 - 01/09/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
05/10/2000 - 04/27/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 12/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2000
Series 31 - Futures Managed Funds Examination
Active
Inactive
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