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Bradley David Shrader

Osaic Wealth, Inc.

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About Bradley David Shrader

Bradley Shrader is an investment advisor representative at Osaic Wealth, Inc. in Maple Grove, Minnesota. Bradley has been working in the financial services industry since 1987. Bradley has experience working at various financial institutions, including Signator Investors, Inc., John Hancock Mutual Life Insurance Company, and Paine Webber Incorporated. Bradley is licensed to sell securities in several states, including Minnesota, North Carolina, Wisconsin, Arkansas, and Florida. Bradley is also licensed to provide investment advisory services in Minnesota and North Carolina. Bradley's expertise includes financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Bradley Shrader is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Bradley Shrader’s Registration & Firm History

MN

12/02/2022 - Present

Osaic Wealth, Inc. (MAPLE GROVE MN)

MN

08/05/1993 - 04/23/2012

SIGNATOR INVESTORS, INC. (MAPLE GROVE MN)

MA

08/05/1993 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

NA

11/16/1990 - 08/04/1993

CENTURY INVESTORS OF AMERICA, INC.

NA

07/17/1984 - 01/25/1985

PAINEWEBBER INCORPORATED

NA

03/02/1982 - 07/17/1984

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 10/23/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/26/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2000

Series 7 - General Securities Representative Examination

BC

Issued 06/10/1992

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 11/14/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley David Shrader.
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