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CFP

Bradley Moser

Private Advisor Group, LLC
40 Years of Experience
Wichita, KS
BrokerSells Insurance
View SEC Summary
View SEC Summary

Bradley Moser is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Wichita, KS, with 40 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

404 N Greenwich Rd, Suite 401, Wichita, KS, 67206

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bradley operates Aero Capital LLC, offering investment advisory services through Mariner Advisor Network, dedicating full-time hours to this. He is also an agent for non-variable insurance through Aero Capital LLC, and is involved with a musical band as an artist/musician.

Employment History
Current Registrations
Private Advisor Group, LLC
June 2026 - Present · 4 mos
LPL Financial LLCBroker
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Mariner Advisor Network
February 2024 - June 2026 · 2 yrs 4 mos
Stifel, Nicolaus & Company, Incorporated
February 1999 - February 2024 · 25 yrs
Stifel, Nicolaus & Company, IncorporatedBroker
January 1998 - February 2024 · 26 yrs 1 mo
Nationsbanc Investments, INC.Broker
January 1998 - January 1998 · 0 mos
NationssecuritiesBroker
August 1997 - January 1998 · 5 mos
Boatmen's Investment Services, INC.Broker
September 1996 - August 1997 · 11 mos
Banc IV Investments, INC.Broker
July 1994 - September 1996 · 2 yrs 2 mos
American Brokerage Services, INC.Broker
April 1990 - July 1994 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1986 - December 1989 · 3 yrs 7 mos
State Registrations15 states
ARCACOFLILINKSMONCOKORPASCTXWA
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.
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