Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Denson Loomis is a financial professional with over 25 years of experience in the industry. Bradley currently works at TIAA-CREF Individual & Institutional Services, LLC, focusing on a variety of financial solutions to meet individual and institutional client needs. Bradley has held various roles at a number of firms, including Edward Jones, ADP Broker-Dealer, Inc., Hartford Equity Sales Company Inc., and Ascend Financial Services, Inc., gaining a broad understanding of the financial services landscape. Bradley's expertise spans multiple areas, including investment planning, wealth management, and retirement planning. He is dedicated to helping clients achieve their financial goals, providing personalized and tailored advice.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MO
10/30/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (St Louis MO)
MO
11/10/2003 - 04/28/2014
EDWARD JONES (ST LOUIS MO)
NJ
09/24/2001 - 07/15/2003
ADP BROKER-DEALER, INC. (ROSELAND NJ)
CT
08/17/2000 - 10/05/2001
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MN
04/29/1997 - 05/17/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
02/15/1995 - 02/13/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 03/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bradley Loomis is the right advisor for you? Invested Better is here to help.
