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BS
CFP · ChFC
BS
CFP · ChFC

Bradley Skiles

LPL Financial LLC
36 Years of Experience
Warsaw, IN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Bradley Skiles is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Warsaw, IN, with 36 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1303 E Center St, Warsaw, IN, 46580

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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 under two DBAs for his LPL business: Center Street Partners and Financial Design Group. He also sells non-variable insurance products, including whole life, universal life, fixed annuities, and long-term care, dedicating a few hours per week to this activity, and is a notary.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2023 - Present · 3 yrs 7 mos
LPL Financial LLC
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Securian Financial Services, INC.
November 1998 - March 2023 · 24 yrs 4 mos
Securian Financial Services, INC.Broker
June 1996 - March 2023 · 26 yrs 9 mos
Mimlic Sales CorporationBroker
May 1996 - June 1996 · 1 mo
MML Investors Services, INC.Broker
March 1996 - May 1996 · 2 mos
G. R. Phelps & CO., INC.Broker
October 1989 - March 1996 · 6 yrs 5 mos
State Registrations16 states
ALAZCADEFLILINMINCOHORPASDTXVAWA
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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