Invested Better
Unclaimed

Unclaimed

Unclaimed

Brad Leonard Neugebauer

Fuse Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brad? Claim Your Profile

About Brad Leonard Neugebauer

Brad Neugebauer is an Investment Advisor Representative associated with Fuse Partners, LLC, a registered investment advisor. Brad has been in the financial services industry since 1998. Brad specializes in providing financial planning services to individuals, businesses, and retirement plans. Brad is licensed in Arizona, California, Colorado, Idaho, Illinois, Iowa, Kansas, Minnesota, Missouri, North Dakota, Ohio, South Dakota, Tennessee, Texas, and Utah.

Firm Information

Brad Neugebauer is currently registered with Fuse Partners, LLC. Fuse Partners, LLC is an investment advisor headquartered in Dallas, Texas. With 27 licensed agents and 36 investment adviser representatives, the firm manages approximately $903,235,112 in assets for individuals, corporations, pension plans, charitable organizations, and other clients. They offer a range of services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
Fuse Partners, LLC

8111 PRESTON ROAD

DALLAS, TX 75225

$903.24M

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brad Neugebauer’s Registration & Firm History

SD

01/10/2024 - Present

Fuse Partners, LLC (Sioux Falls SD)

SD

08/16/2019 - 06/29/2022

LPL FINANCIAL LLC (SIOUX FALLS SD)

SD

07/07/1998 - 08/22/2019

PRINCIPAL SECURITIES, INC. (SIOUX FALLS SD)

Not sure if Brad Leonard Neugebauer is right for you?

Licenses & Designations

IA

Issued 11/08/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brad Leonard Neugebauer.
Not sure if Brad Leonard Neugebauer is right for you?