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Bradley James Wilharber

Sammons Financial Network, LLC

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About Bradley James Wilharber

Bradley James Wilharber is a financial advisor with Sammons Financial Network, LLC, a firm headquartered in WEST DES MOINES, IA. Bradley Wilharber has over 9 years of experience in the financial services industry and holds the Series 63, Series 6TO, SIE, and Series 7 licenses. Bradley Wilharber is registered in Iowa, Oregon, and Washington.

Firm Information

Bradley Wilharber is currently registered with Sammons Financial Network, LLC. Sammons Financial Network, LLC is a Limited Liability Company formed in June 2011. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

155

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.

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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Bradley Wilharber’s Registration & Firm History

IA

01/13/2020 - Present

Sammons Financial Network, LLC (WEST DES MOINES IA)

IA

04/29/2011 - 01/26/2015

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

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Licenses & Designations

BC

Issued 03/06/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/13/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/13/2019

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bradley James Wilharber. Review regulatory record here.
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