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Bradley P Starken

Smart Wealth, LLC

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About Bradley P Starken

Bradley Starken is an investment advisor representative registered with Smart Wealth, LLC, a firm based in Omaha, NE. Bradley has been working in the financial services industry since 2011. Bradley has a broad range of experience working for firms such as Northwestern Mutual Investment Services, LLC, USA Financial Securities Corporation, Weitz Securities, Inc., Pacific Select Distributors, LLC, J.P. Morgan Securities LLC, and Associated Investment Services, Inc. Bradley Starken specializes in financial planning and portfolio management for individuals, corporations and other businesses. Bradley also has experience working with high-net-worth individuals.

Firm Information

Bradley Starken is currently registered with Smart Wealth, LLC. Smart Wealth, LLC is an Omaha, NE-based registered investment advisor managing over $300 million in assets for individuals and businesses. They offer financial planning and portfolio management services. Smart Wealth has a team of 14 licensed agents and 12 investment advisor representatives. They are registered with the SEC under the number 801-122372.
Smart Wealth, LLC

13815 FNB PARKWAY, SUITE 400

OMAHA, NE 68154

$302.94M

Assets Under Management

Not reported

Total Clients

17

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fee

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Bradley Starken’s Registration & Firm History

NE

08/02/2024 - Present

Smart Wealth, LLC (OMAHA NE)

NE

08/12/2021 - 11/09/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OMAHA NE)

NE

08/26/2020 - 07/02/2021

USA FINANCIAL SECURITIES CORPORATION (Bellevue NE)

NE

02/13/2020 - 06/02/2020

WEITZ SECURITIES, INC. (OMAHA NE)

CA

12/09/2016 - 02/03/2020

PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)

WI

05/11/2016 - 12/06/2016

J.P. MORGAN SECURITIES LLC (NEW BERLIN WI)

WI

03/14/2014 - 03/31/2016

ASSOCIATED INVESTMENT SERVICES, INC. (GREENFIELD WI)

WI

07/29/2011 - 04/12/2012

EDWARD JONES (OAK CREEK WI)

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Licenses & Designations

BOTH

Issued 09/10/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley P Starken.
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