Invested Better
Unclaimed

Unclaimed

Unclaimed

Brady Howard McLeod

CU Investment Solutions LLC

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

About Brady Howard McLeod

Brady McLeod is a registered representative with CU Investment Solutions LLC. Brady has been in the industry since 2004. Brady is licensed in Kansas, Maine and Missouri. Brady has passed the Series 63, Series 7 and SIE exams.

Firm Information

Brady McLeod is currently registered with CU Investment Solutions LLC. CU Investment Solutions LLC is a Limited Liability Company based in Delaware, formed in June 2011. They provide non-discretionary investment advisory services for institutional clients. They are registered with the SEC and in 25 states.

Not reported

Assets Under Management

3

Total Clients

33

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

non discretionary investment advisory for institutional clients

Non discretionary investment advisory for institutional clients

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.

Find Your Ideal Financial Advisor

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.

Brady McLeod’s Registration & Firm History

KS

02/18/2004 - Present

CU Investment Solutions LLC (WICHITA KS)

Not sure if Brady Howard McLeod is right for you?

Licenses & Designations

BC

Issued 12/20/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brady Howard McLeod.
Not sure if Brady Howard McLeod is right for you?