Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford Mecklenburg is a financial advisor with Valic Financial Advisors, Inc. with over 15 years of experience in the industry. Bradford has a strong background in financial planning and portfolio management and specializes in providing investment advice to individuals and families. He also has a background in insurance products and is licensed to sell various types of insurance. Bradford is a Certified Financial Planner and holds the Series 6, 7, 63, and 66 licenses. He is registered to sell securities in Iowa, Kansas, and Missouri. He has previously worked for CommunityAmerica Financial Solutions, LLC and American Century Investment Services, Inc. and has a track record of providing sound financial advice to clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
KS
04/15/2019 - Present
Valic Financial Advisors, Inc. (OVERLAND PARK KS)
MO
08/04/2016 - 04/09/2019
COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC (Pleasant Valley MO)
MO
12/21/2005 - 03/30/2015
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
03/19/2009 - 11/09/2011
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
BOTH
Issued 05/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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