Bradford Buckler
Bradford Buckler is a registered investment advisor at Diversified Wealth Advisors, LLC, based in Kansas City, MO, with 27 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 375 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
For accounts on the AE Wealth Management platform, clients will pay an additional 0.35%. The annual fee is negotiable based on certain criteria.
Fee Estimator
Location
1251 NW Briarcliff Parkway, Suite 140, Kansas City, MO, 64116
Get directionsHistory
Regulatory History (3)
Regulatory
May 2001Regulatory
August 2000Employment Separation After Allegations
December 1999Other Business ActivitiesSells Insurance
Bradford is the owner and agent of Successful Retirement, Inc., an agency where insurance business is conducted, since 1997. This investment-related activity takes about a quarter of his time, with 20 hours per month spent on trading.
Employment History
Current Registrations
Diversified Wealth Advisors, LLC
Previous Registrations
Madison Avenue Securities, LLCBroker
Taylor Capital Management INC.Broker
Trustmont Financial Group, INC.Broker
Midamerica Financial Services, INC.Broker
First Midwest Securities, INC.Broker
Carlson National Brokers, LTDBroker
Tower Square Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations3 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.