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Bradley Venables

Strategic Wealth Investment Group, LLC

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About Bradley Venables

Bradley Venables is an Investment Advisor Representative associated with Strategic Wealth Investment Group, LLC. Bradley has been in the financial services industry for over 10 years. Bradley has a wide range of experience in helping individuals and businesses build and manage their wealth. Bradley has expertise in investment management, financial planning, and retirement planning. Bradley is committed to providing personalized and objective advice to his clients, helping them achieve their financial goals.

Firm Information

Bradley Venables is currently registered with Strategic Wealth Investment Group, LLC. Strategic Wealth Investment Group, LLC is a registered investment advisor based in Louisville, Kentucky. With over 31 licensed agents and 27 investment adviser representatives, the firm manages approximately $900.8 million in assets for 22,963 clients. Strategic Wealth Investment Group, LLC specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. The firm serves a variety of clients, including high-net-worth individuals and individuals other than high-net-worth.
Strategic Wealth Investment Group, LLC

500 N. HURSTBOURNE PARKWAY

LOUISVILLE, KY 40222

$900.77M

Assets Under Management

15

Total Clients

27

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 businesses

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

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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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Bradley Venables’s Registration & Firm History

WA

08/24/2022 - Present

Strategic Wealth Investment Group, LLC (Bellevue WA)

WA

05/22/2020 - 08/10/2022

WELLS FARGO CLEARING SERVICES, LLC (EVERETT WA)

WA

05/16/2012 - 06/02/2020

KEY INVESTMENT SERVICES LLC (EVERETT WA)

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Licenses & Designations

IA

Issued 01/21/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2015

Series 7 - General Securities Representative Examination

BC

Issued 05/15/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Bradley Venables. Review regulatory record here.
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