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Tedd Matthew Bradley

Vpwm Advisors, LLC

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About Tedd Matthew Bradley

Tedd Bradley is a financial advisor with over 20 years of experience in the financial services industry. Tedd has been with VPWM Advisors, LLC since 2014. Prior to that, Tedd worked at Next Financial Group, Inc., American General Securities Incorporated, Franklin Financial Services Corporation, TCF Securities, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, MML Investors Services, Inc. and The Equitable Life Assurance Society of the United States. Tedd is a registered investment advisor and holds the Series 7, Series 24, Series 51 and Series 63 securities licenses. Tedd specializes in providing financial planning, portfolio management, and educational seminars.

Firm Information

Tedd Bradley is currently registered with Vpwm Advisors, LLC. Vpwm Advisors, LLC is an investment advisor located in Plymouth, MN. They manage approximately $327,754,067 in assets for individuals, high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Their advisory services include financial planning, educational seminars, selection of other advisors, and portfolio management. Vpwm Advisors, LLC participates in wrap fee programs.
Vpwm Advisors, LLC

505 NORTH HIGHWAY 169

PLYMOUTH, MN 55441

$327.75M

Assets Under Management

5

Total Clients

10

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

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

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percentage of assets

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

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Tedd Bradley’s Registration & Firm History

MN

03/05/2014 - Present

Vpwm Advisors, LLC (PLYMOUTH MN)

MN

07/20/2005 - 07/06/2007

NEXT FINANCIAL GROUP, INC. (APPLE VALLEY MN)

AZ

10/01/2002 - 07/21/2005

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

TX

03/05/2002 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

MN

11/30/2001 - 02/27/2002

TCF SECURITIES, INC. (MINNEAPOLIS MN)

MN

05/05/2000 - 11/28/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/05/2000 - 11/28/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MA

09/07/1999 - 04/18/2000

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NY

08/11/1999 - 09/07/1999

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

08/11/1999 - 09/07/1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/13/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/25/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2007

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 01/13/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tedd Matthew Bradley.
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