Brad is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional and has operated a financial services practice in Minneapolis, MN, since 1998. Brad specializes in retirement planning, college funding strategies, investment advice, and insurance solutions. Brad obtained his Bachelor of Business Administration from the University of Wisconsin - Eau Claire in 1998. In 2006, Brad satisfied education, examination, experience, and ethics requirements for CFP® certification. He has been a perennial member of the Financial Planning Association and a Life Qualifying member of the Million Dollar Round Table1. Brad resides in Woodbury, Minnesota with his wife, Anne, and their three children.
CFP®, CERTIFIED FINANCIAL PLANNER™, are certification marks owned in the U.S. by Certified Financial Planner Board of Standards Inc., which can help you identify financial professionals committed to competency and ethical behavior when providing financial services. Individuals certified by CFP Board have taken extra steps to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements.
Brad is a registered representative and investment advisor representative of Securian Financial Services, Inc., and CRI Securities, LLC. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
1 Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.