Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Mills is a financial advisor with over 30 years of experience in the financial services industry. Bradley is currently registered with LPL Financial LLC, a leading independent broker-dealer and financial advisory firm. Bradley has a wide range of experience in the financial industry, having previously worked at FSC Securities Corporation, Raymond James & Associates, Inc., UBS Financial Services Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward D. Jones & Co., L.P. Bradley is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
WI
10/09/2023 - Present
LPL Financial LLC (HOLMEN WI)
WI
10/04/2019 - 10/05/2023
FSC SECURITIES CORPORATION (HOLMEN WI)
AZ
05/10/2016 - 10/07/2019
RAYMOND JAMES & ASSOCIATES, INC. (SCOTTSDALE AZ)
CO
05/05/2011 - 05/19/2016
UBS FINANCIAL SERVICES INC. (DENVER CO)
CO
06/01/2009 - 05/11/2011
MORGAN STANLEY SMITH BARNEY (DENVER CO)
CO
12/24/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DENVER CO)
NY
09/22/1992 - 01/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
02/22/1991 - 10/01/1992
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 01/13/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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