Unclaimed
Bradley Vick is a financial advisor with over 30 years of experience in the industry. Bradley is currently registered with LPL Financial LLC, and has previously worked with Northwestern Mutual Investment Services, LLC, Russell Fund Distributors, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Bradley has a strong track record of success and is committed to providing personalized financial advice 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.
1
2
MN
05/30/2024 - Present
LPL Financial LLC (STILLWATER MN)
MN
04/24/2002 - 05/29/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MENDOTA HTS MN)
MN
05/21/2024 - 05/23/2024
LPL FINANCIAL LLC (STILLWATER MN)
WA
05/22/1998 - 03/04/2002
RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)
MN
03/09/1992 - 09/03/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/09/1992 - 09/03/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
05/31/1990 - 06/21/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
05/31/1990 - 06/21/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 05/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1992
Series 7 - General Securities Representative Examination
BC
Issued 05/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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