Brad Carl Miksek

United Advisors America

33 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

United Advisors America

Compensation

Fee-Only (AUM)

Firm Size

22 advisors

Number of Clients

1,751 clients

Average Client Portfolio

$202K average

Assets Under Management

$353.7M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.5M	1.00%
$1.5M - $2.5M	0.80%
$2.5M+	0.60%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

290 S Preston Road, Suite 220, Prosper, TX, 75078

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History

Regulatory History (1)

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Financial

June 2025

Final

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

United Advisors America

January 2025 - Present · 1 yr 1 mo

Previous Registrations

United Advisors America

January 2023 - November 2023 · 10 mos

Nobles & Richards Advisors, LLC

August 2021 - March 2022 · 7 mos

Nobles & Richards, INC.Broker

March 2020 - March 2022 · 2 yrs

Arbor Court Capital, LLCBroker

January 2019 - January 2020 · 1 yr

Innovative Portfolios LLC

January 2019 - February 2020 · 1 yr 1 mo

Sheaff Brock Investment Advisors, LLC

October 2016 - February 2020 · 3 yrs 4 mos

Sheaff Brock Investment Advisors, LLC

February 2014 - September 2016 · 2 yrs 7 mos

Zacks & CompanyBroker

July 2006 - February 2014 · 7 yrs 7 mos

Zacks Investment Management, INC.

June 2006 - March 2014 · 7 yrs 9 mos

J.E. Simmons & CO., P.C.

January 2006 - November 2006 · 10 mos

Charles Schwab & CO., INC.Broker

August 1995 - October 2004 · 9 yrs 2 mos

Fidelity Investments Institutional Services Company, INC.Broker

August 1994 - August 1995 · 1 yr

Fidelity Brokerage Services, INC.Broker

April 1994 - August 1994 · 4 mos

Spear, Leeds & KelloggBroker

February 1993 - August 1993 · 6 mos

Invest Financial CorporationBroker

November 1989 - January 1993 · 3 yrs 2 mos

Kemper Clearing CORP.Broker

April 1989 - October 1989 · 6 mos

Transmarket Group, INC.Broker

September 1988 - April 1989 · 7 mos

First American Capital Resources, INC.Broker

December 1986 - February 1987 · 2 mos

Blinder, Robinson & Co.,inc.Broker

April 1986 - December 1986 · 8 mos

State Registrations10 states

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Advisor

Exams

No exam information available for this advisor.