Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley O'Keef is a financial advisor with over 20 years of experience in the industry. Bradley has been with Robert W. Baird & Co. Inc. since November 2011. Prior to that, Bradley worked for Janus Distributors LLC, Mosaic Funds Distributor, LLC, Dain Rauscher Incorporated and PaineWebber Incorporated. Bradley is registered to provide investment advice in all 50 states and the District of Columbia. Bradley is also a Series 7 and Series 63 licensed representative.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
11/30/2011 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
CO
04/24/2008 - 03/10/2009
JANUS DISTRIBUTORS LLC (DENVER CO)
WI
06/01/2001 - 04/18/2008
MOSAIC FUNDS DISTRIBUTOR, LLC (MADISON WI)
NY
05/28/1999 - 03/08/2001
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NJ
02/27/1996 - 06/11/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
WI
11/10/1995 - 02/10/1996
WELLINGTON INVESTMENT SERVICES CORP. (BROOKFIELD WI)
BC
Issued 12/15/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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