CFP

Bradley Scott

10 Years of Experience

Overland Park, KS

1 Disclosure

Bradley Scott is a CFP-designated registered investment advisor at Postrock Partners LLC, based in Overland Park, KS, with 10 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 34 clients with $490M in assets under management.

Postrock Partners LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

34 clients

Average Client Portfolio

$14.4M average

Assets Under Management

$489.1M

Fee Structure

Minimum Investment:$5M

Planning is included in investment management (also available separately)

PostRock Partners offers wealth management services where fees are based on a percentage of your portfolio's value. The annual fee can be up to 1.50%, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with PostRock Partners. Fees are paid monthly.

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Location

6700 Antioch Road, Suite 470, Overland Park, KS, 66204

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

August 1995

Final

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Employment History

Current Registrations

Postrock Partners LLC

December 2023 - Present · 2 yrs 5 mos

Previous Registrations

Copper Financial

January 2023 - August 2023 · 7 mos

Copper Financial

June 2022 - December 2022 · 6 mos

Copper FinancialBroker

June 2022 - August 2023 · 1 yr 2 mos

Commerce Brokerage Services, INC.Broker

February 1994 - June 2000 · 6 yrs 4 mos

Wall Street Investor ServicesBroker

November 1993 - February 1994 · 3 mos

Dain Bosworth IncorporatedBroker

November 1992 - November 1993 · 1 yr

State Registrations1 state

Advisor

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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