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Bradley J Thompson

Next Financial Group, Inc.

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About Bradley J Thompson

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.

Firm Information

Bradley Thompson is currently registered with Next Financial Group, Inc.. Next Financial Group, Inc. is a corporation formed in June 1998 and headquartered in Houston, Texas. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. They are registered with the SEC and have a presence in all 50 states, as well as Puerto Rico and the Virgin Islands. Next Financial Group, Inc. manages over $3.5 billion in assets.
Next Financial Group, Inc.

11740 KATY FREEWAY

HOUSTON, TX 77079

$3.52B

Assets Under Management

5,776

Total Clients

348

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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other

Seminar/workshop attendance fees

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Bradley Thompson’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bradley J Thompson. Review regulatory record here.
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