Unclaimed
Bradley Thompson is a financial professional with over 25 years of experience in the financial services industry. Bradley currently works with Next Financial Group, Inc. Bradley provides financial advice and services to a variety of clients, including individuals, families, businesses, and retirement plans. Bradley has a broad range of experience in the financial services industry, including investment management, financial planning, and insurance. Bradley is committed to providing clients with personalized financial advice and services that meet their individual needs. Bradley is a registered representative of Next Financial Group, Inc., and is also a registered investment advisor. Bradley is committed to helping clients achieve their financial goals.
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.
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.
Seminar/workshop attendance fees
1
2
IL
07/09/2024 - Present
Next Financial Group, Inc. (PLAINFIELD IL)
IL
06/02/2011 - 12/15/2014
HBW SECURITIES LLC (PLAINFIELD IL)
IL
06/01/2009 - 04/01/2011
EDWARD JONES (PLAINFIELD IL)
IL
06/15/1999 - 03/07/2008
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
WI
11/01/1995 - 03/18/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
11/01/1995 - 03/05/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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