Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Larsen is an investment advisor representative with NFP Retirement Inc.. Bradley has been in the industry since 1996 and has experience in both investment advisory and brokerage services. Bradley holds Series 6, 63, and 65 licenses and is registered in California and Florida. Bradley has previously worked with other financial firms including Securian Financial Services, Inc., BirchTree Financial Services, Inc., Nationwide Investment Services Corporation, Pan-American Financial Advisers, Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated and Princor Financial Services Corporation. Bradley's current firm NFP Retirement Inc. is an investment advisory firm with over 96 billion dollars in assets under management. NFP Retirement Inc. provides investment advisory services, financial planning, pension consulting, and other services for both individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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.
A percentage of the total value of assets under management is charged.
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CA
07/20/2016 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
FL
01/25/2007 - 05/09/2008
SECURIAN FINANCIAL SERVICES, INC. (STUART FL)
FL
07/11/2005 - 12/11/2006
BIRCHTREE FINANCIAL SERVICES, INC. (STUART FL)
OH
08/12/2003 - 07/01/2005
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
LA
09/09/2002 - 07/16/2003
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
WI
03/02/1999 - 10/03/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
03/02/1999 - 10/03/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
04/09/1996 - 01/27/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 05/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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