Our Qualifications

Professional Credentials:

  • Series 7, 63, and 66 registrations
  • Life & Health Insurance license
  • 2013 - 2017 - Investment Centers of America, Inc. - Investment Advisor Representative
  • 2012-2013 - Professional Insurance Services - Insurance Agent
  • 2009-2013 - New York Life Securities LLC - Financial Advisor
  • 2004-2009 - Edward Jones - Financial Advisor

Continuing Education:

  • In a dynamic economic environment, it is important for every professional to keep up to date on the industry changes. As a committed professional with your interests at heart, Brad regularly attends professional seminars, workshops and meetings on investments, economic and market outlook and many other investment options.