Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Kelley is a wealth advisor with over 20 years of experience in the financial services industry. Kelley specializes in providing financial advice to individuals, businesses, and charitable organizations. Kelley is also a licensed agent for non-variable insurance. Kelley is currently registered with Eide Bailly Advisors, LLC and Sequoia Financial Group, LLC and previously was registered with several other firms. Kelley has a variety of designations and licenses, including Series 6, Series 7, Series 14, Series 24, Series 26, Series 51, Series 63, and Series 65. Kelley has worked for Eide Bailly Advisors, LLC since 2003, first as a principal in their tax & business advisors group and later as a principal in their holding company, Eide Bailly Financial Services. Kelley is also a shareholder in ABJ Investments LLC, a non-traditional investment firm. Kelley has a strong track record of providing sound financial advice to clients.
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.
Only promoter activity
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.
Only promoter activity
1
2
ND
01/06/2024 - Present
Eide Bailly Advisors, LLC (FARGO ND)
ND
09/14/2004 - 04/26/2024
EIDE BAILLY SECURITIES, LLC (FARGO ND)
ND
09/29/2015 - 08/11/2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (FARGO ND)
MN
09/27/2005 - 10/08/2015
SECURITIES AMERICA, INC. (MINNEAPOLIS MN)
OH
10/27/2003 - 10/04/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
WI
08/29/2003 - 10/23/2003
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
07/06/1998 - 09/18/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NJ
03/02/1992 - 01/12/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/02/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 08/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/20/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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