Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Sharp is a financial professional with over 20 years of experience in the financial services industry. Brad is currently registered with Transamerica Retirement Advisors, LLC in Minneapolis, Minnesota. Brad has also been registered with FBL MARKETING SERVICES, LLC, U.S. BANCORP INVESTMENTS, INC., CETERA INVESTMENT SERVICES LLC, LINCOLN FINANCIAL DISTRIBUTORS, INC., SECURITY DISTRIBUTORS, INC., ALLSTATE DISTRIBUTORS, L.L.C., and USALLIANZ INVESTOR SERVICES, LLC. Brad is licensed to provide investment advice in Minnesota. Brad is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
MN
11/03/2021 - Present
Transamerica Retirement Advisors, LLC (Minneapolis MN)
MN
07/17/2020 - 08/23/2021
FBL MARKETING SERVICES, LLC (Edina MN)
MN
03/02/2015 - 03/24/2020
U.S. BANCORP INVESTMENTS, INC. (MINNEAPOLIS MN)
MN
06/10/2013 - 03/04/2015
CETERA INVESTMENT SERVICES LLC (MINNETONKA MN)
PA
06/30/2008 - 01/06/2012
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
KS
08/03/2006 - 06/12/2008
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
IL
08/03/2004 - 07/17/2006
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
MN
02/13/2001 - 08/06/2004
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
IA
Issued 08/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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