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Bradley A Johannes

Optima Capital LLC

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About Bradley A Johannes

Bradley Johannes is a financial advisor registered with Optima Capital LLC, based in Beaverton, Oregon. He has been working in the financial industry since November 2012. Bradley holds Series 66, Series 7 and SIE licenses. He is licensed in Missouri and Texas. Previously, Bradley worked at Royal Alliance Associates, Inc. in Liberty, Missouri. He also has experience as a Client Executive and Practice Leader at Premier Network, and serves on the board of directors for Hillcrest Hope. Bradley specializes in providing financial advice and portfolio management for individuals.

Firm Information

Bradley Johannes is currently registered with Optima Capital LLC. Optima Capital LLC is an investment advisor headquartered in BEAVERTON, OR. The firm has 4 licensed agents and 6 investment adviser representatives, managing $247,698,070 in assets for 1,375 clients. They provide financial planning, advisory consulting, and portfolio management services to individuals and high-net-worth individuals.
Optima Capital LLC

500 SW 116TH AVE.

BEAVERTON, OR 97225

$247.70M

Assets Under Management

10

Total Clients

6

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

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.

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percentage of assets

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

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Bradley Johannes’s Registration & Firm History

MO

04/23/2021 - Present

Optima Capital LLC (LIBERTY MO)

MO

11/07/2012 - 04/27/2021

ROYAL ALLIANCE ASSOCIATES, INC. (LIBERTY MO)

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Licenses & Designations

BOTH

Issued 12/03/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley A Johannes.
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