Bradley Vick
Bradley Vick is a CFP-designated registered investment advisor at LPL Financial LLC, based in Stillwater, MN, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Stillwater, MN
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Regulatory History (1)
Customer Dispute
September 2024Other Business ActivitiesSells Insurance
Bradley operates St. Croix Strategies as a DBA for his LPL business, dedicating full-time hours. He also works as an insurance broker selling various insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Russell Fund Distributors, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations32 states
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.