linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bradley Steven Shaps

Alera Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bradley? Claim Your Profile

About Bradley Steven Shaps

Bradley Shaps is an investment advisor representative with Alera Investment Advisors, LLC, a firm that provides financial planning, pension consulting, educational seminars, and portfolio management services. Bradley Shaps has been in the industry since 2004 and is registered in Illinois and New Jersey. Bradley Shaps is also a registered representative with Triad Advisors, Inc., and has a business relationship with OSAIC WEALTH, INC.

Firm Information

Bradley Shaps is currently registered with Alera Investment Advisors, LLC. Alera Investment Advisors, LLC is an investment advisory firm headquartered in Deerfield, IL. They advise individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other businesses. They offer a range of services including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. They manage approximately $2.73 billion in assets.
Alera Investment Advisors, LLC

THREE PARKWAY NORTH

DEERFIELD, IL 60015-2567

$2.73B

Assets Under Management

Not reported

Total Clients

45

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bradley Shaps’s Registration & Firm History

IL

11/03/2017 - Present

Alera Investment Advisors, LLC (DEERFIELD IL)

IL

11/02/2017 - 08/23/2024

TRIAD ADVISORS LLC (Deerfield IL)

IL

02/04/2004 - 11/02/2017

SECURIAN FINANCIAL SERVICES, INC. (Deerfield IL)

Not sure if Bradley Steven Shaps is right for you?

Licenses & Designations

BOTH

Issued 02/23/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Steven Shaps.
Not sure if Bradley Steven Shaps is right for you?