BS
BS

Bradley Seibel

43 Years of Experience
Mcpherson, KS
2 DisclosuresBroker

Bradley Seibel is a registered investment advisor at Edward Jones, based in Mcpherson, KS, with 43 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
Loading...

Location

201 North Walnut, Mcpherson, KS, 67460

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2011
Final
Customer Dispute
June 2009
Settled
Other Business Activities

Bradley is an owner/landlord of commercial rental property in McPherson, KS since 1996. He spends minimal time maintaining the property.

Employment History
Current Registrations
Edward Jones
February 2007 - Present · 19 yrs 3 mos
Edward JonesBroker
November 1982 - Present · 43 yrs 6 mos
State Registrations28 states
ARAZCACOFLGAIDILKSMAMDMNMONCNENMNVNYOHOKORSCSDTNTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.