BB
BB

Bradley Brodersen

31 Years of Experience
Lincoln, NE
BrokerSells Insurance

Bradley Brodersen is a registered investment advisor at Eagle Strategies LLC, based in Lincoln, NE, with 31 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Eagle Strategies offers investment advice through several programs:

  • Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
  • New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
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Location

1221 N Street, Suite 800, Lincoln, NE, 68508

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Bradley works as an insurance broker, appointed with outside carriers to broker non-registered insurance products, dedicating a few hours per week. He also owns a professional networking group and is a board member of the Wyuka Historical Foundation, dedicating minimal time to each.

Employment History
Current Registrations
Eagle Strategies LLC
May 2013 - Present · 13 yrs
Nylife Securities LLCBroker
March 2013 - Present · 13 yrs 2 mos
Previous Registrations
Primevest Financial Services, INC.
August 2011 - November 2012 · 1 yr 3 mos
Primevest Financial Services, INC.Broker
July 2011 - November 2012 · 1 yr 4 mos
Ameritas Investment CORP
November 2006 - August 2011 · 4 yrs 9 mos
Ameritas Investment CORP.Broker
February 1999 - August 2011 · 12 yrs 6 mos
U.S. Bancorp Investments, INC.Broker
September 1995 - January 1999 · 3 yrs 4 mos
Smith Barney INC.Broker
October 1993 - September 1995 · 1 yr 11 mos
State Registrations8 states
AZFLIAKSMIMNNENM
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.