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Bradley James Busbin

AE Wealth Management, LLC

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About Bradley James Busbin

Bradley James Busbin is an investment advisor representative with Ae Wealth Management, LLC and THE Life Wealth Group. Bradley has been in the financial services industry since 2006. Bradley holds Series 7, 24, 55, 63 and 65 licenses and is a Certified Financial Planner. Bradley is registered in Alabama, California, Florida, Georgia, Nevada, Texas and provides financial planning, portfolio management and insurance products.

Firm Information

Bradley Busbin is currently registered with AE Wealth Management, LLC. AE Wealth Management, LLC is a registered investment advisor headquartered in Topeka, Kansas. The firm has over 449 investment advisor representatives and manages over $27 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. AE Wealth Management offers a variety of financial planning services, including portfolio management, educational seminars, and selection of other advisors.
AE Wealth Management, LLC

2950 SW MCCLURE ROAD

TOPEKA, KS 66614

$27.08B

Assets Under Management

27

Total Clients

413

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 Busbin’s Registration & Firm History

FL

12/04/2019 - Present

AE Wealth Management, LLC (Winter Garden FL)

FL

11/02/2012 - 05/04/2018

G.F. INVESTMENT SERVICES, LLC (ORLANDO FL)

FL

01/04/2010 - 11/02/2012

G. A. REPPLE & COMPANY (ORLANDO FL)

FL

07/07/2008 - 06/19/2009

LPL FINANCIAL CORPORATION (WINTER GARDEN FL)

FL

05/05/2006 - 07/08/2008

MERRIMAC CORPORATE SECURITIES, INC. (ALTAMONTE SPRINGS FL)

FL

10/11/2005 - 03/29/2006

NORTH AMERICAN CLEARING, INC. (LONGWOOD FL)

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Licenses & Designations

IA

Issued 03/21/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2005

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/10/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley James Busbin.
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