Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley High is a financial advisor with over 10 years of experience in the industry. Bradley currently works at Fisher Investments. Previously, Bradley worked at BMO Harris, BMO Investment Distributors, OneAmerica Retirement Services, OneAmerica Securities, The Retirement Advantage, and Wells Fargo Funds Distributor. Bradley holds the Series 63, Series 65, and Series 7 licenses. Bradley specializes in providing financial advice to individuals, corporations, businesses, charitable organizations, high-net-worth individuals, investment companies, and pooled investment vehicles. Bradley also provides portfolio assessment services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WI
04/14/2022 - Present
Fisher Investments (HARTLAND WI)
IN
10/01/2015 - 08/19/2016
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
WI
01/29/2015 - 10/01/2015
BMO INVESTMENT DISTRIBUTORS, LLC (MILWAUKEE, WI)
WI
12/03/2013 - 06/23/2014
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
08/01/2012 - 11/22/2013
BMO HARRIS FINANCIAL ADVISORS, INC. (BROOKFIELD WI)
WI
06/26/2009 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (BROOKFIELD WI)
IA
Issued 04/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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