Unclaimed
Bradley Lange is a financial advisor registered with Wells Fargo Clearing Services, LLC. Bradley has been in the financial services industry for over 13 years. Bradley holds a Series 6, 7, and 63 licenses, and a SIE. Previously, Bradley worked for U.S. Bancorp Investments, Inc. and Cetera Advisor Networks LLC. Bradley is currently registered to provide investment advice in Minnesota and Texas. Bradley is experienced in financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisors.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
04/03/2023 - Present
Wells Fargo Clearing Services, LLC (SAINT PAUL MN)
MN
11/07/2018 - 12/14/2021
U.S. BANCORP INVESTMENTS, INC. (SHOREVIEW MN)
MN
06/02/2010 - 11/14/2018
CETERA ADVISOR NETWORKS LLC (NEW BRIGHTON MN)
MN
07/22/2009 - 06/11/2010
WADDELL & REED, INC. (PLYMOUTH MN)
BC
Issued 08/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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