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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Michels is a financial advisor with Cx Institutional, LLC, Brad has been in the financial industry since 1996. Brad is licensed to provide financial advice in Kentucky and Texas, with a specialization in providing financial services to high-net-worth individuals, corporations, and other businesses. Brad's expertise in financial planning and portfolio management has helped his clients reach their financial goals for over 25 years. Brad holds several professional certifications, including the Certified Financial Planner designation.
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.
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
IN
06/27/2024 - Present
CX Institutional, LLC (AUBURN IN)
MO
10/26/2010 - 05/18/2012
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
IN
03/05/2009 - 10/27/2009
TRANSAMERICA FINANCIAL ADVISORS, INC (FLOYDS KNOBS IN)
CO
07/14/2006 - 02/03/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
06/28/2006 - 07/14/2006
TRANSAMERICA CAPITAL, INC. (DENVER CO)
OH
05/17/1999 - 07/06/2006
INTERSECURITIES, INC. (DAYTON OH)
IA
11/29/1996 - 05/20/1999
AFSG SECURITIES CORPORATION (CEDAR RAPIDS IA)
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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