Bradley Mills
Bradley Mills is a registered investment advisor at LPL Financial LLC, based in Onalaska, WI, with 26 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
W7485 County Road Z, Onalaska, WI, 54650
Get directionsHistory
Regulatory History (3)
Criminal
February 2025Criminal
May 2017Customer Dispute
November 1994Other Business Activities
Bradley operates under the DBA Brad Mills Wealth Management for his LPL business, dedicating minimal time. He also has a business entity, Hilltoppers Investments LLC, for tax/investment purposes, also requiring minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
State Registrations12 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.