Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Bradle is an investment advisor representative with United Planners' Financial Services Of America A Limited Partner. Linda has been in the industry since July 1998 and is registered in 52 states and the District of Columbia. Linda previously worked for LPL Financial LLC, SII Investments, Inc., KCD Financial, Inc., Eliason Financial Group, LLC, EZ Stocks, Inc., Investment Centers of America, Inc., SII Investments, Inc., and Packerland Brokerage Services, Inc.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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AZ
05/18/2018 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
WI
02/14/2018 - 05/15/2018
LPL FINANCIAL LLC (WAUSAU WI)
WI
10/11/2010 - 02/14/2018
SII INVESTMENTS, INC. (WAUSAU WI)
WI
10/13/2003 - 10/13/2010
KCD FINANCIAL, INC. (DEPERE WI)
WI
08/09/2006 - 10/02/2009
ELIASON FINANCIAL GROUP, LLC (ST. GERMAIN WI)
WI
10/09/2003 - 03/31/2005
EZ STOCKS, INC. (BROOKFIELD WI)
WI
01/18/2002 - 06/16/2003
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
04/14/2000 - 06/16/2003
SII INVESTMENTS, INC. (APPLETON WI)
WI
03/24/1998 - 04/14/2000
PACKERLAND BROKERAGE SERVICES, INC. (GREEN BAY WI)
BC
Issued 04/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2003
Series 4 - Registered Options Principal Examination
BC
Issued 07/01/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/12/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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